Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Gloria Rodriguez acevedo is an active representative of Popular Securities, LLC. Carmen has been in the industry since June 15, 1999, and is a registered representative with a Series 7, Series 24, Series 4, Series 53, Series 27, Series 28, Series 99TO, and Series 79TO licenses. Carmen also holds the SIE exam. Carmen has experience working with individuals, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Popular Securities, LLC is a registered broker-dealer and investment advisor based in San Juan, Puerto Rico. The firm offers a variety of financial services, including investment advisory, financial planning, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
1
2
PR
06/16/1999 - Present
Popular Securities, LLC (SAN JUAN PR)
BC
Issued 11/16/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/16/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/18/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/2002
Series 4 - Registered Options Principal Examination
BC
Issued 06/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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