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Brian Alexis Valentin zepeda

Popular Securities, LLC

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About Brian Alexis Valentin zepeda

Brian Valentin Zepeda is a registered representative with Popular Securities, LLC. Brian is based in San Juan, Puerto Rico and has been in the industry since December 2022. Brian is licensed to offer securities in Puerto Rico. Brian's registration with Popular Securities, LLC began on March 3, 2023. Brian holds the Series 66 and Series 7TO licenses. Brian also holds the SIE license. Brian is a member of FINRA. Brian specializes in Portfolio Management For Individuals, Portfolio Management For Businesses, Portfolio Management For Pooled Investment Vehicles, and Pension Consulting.

Firm Information

Brian Valentin zepeda is currently registered with Popular Securities, LLC. Popular Securities, LLC, is a Limited Liability Company formed in 2014 that offers financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and pooled investment vehicles, and selection of other advisors. The firm is registered in 36 states and the District of Columbia and has 91 registered representatives, 39 investment advisor representatives, and 41 investment advisory functions. Popular Securities, LLC, manages approximately $2.23 billion in regulatory assets under management.
Popular Securities, LLC

POPULAR CENTER, 208 PONCE DE LEON

HATO REY, PR 00918

$2.23B

Assets Under Management

33

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees in money market product and referral fees

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Brian Valentin zepeda’s Registration & Firm History

PR

03/03/2023 - Present

Popular Securities, LLC (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 03/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Alexis Valentin zepeda.
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