Unclaimed
Christian Rickenbach Loubriel is a financial professional with over 20 years of experience in the industry. Christian holds a Series 6, 7, 63, and 66 license. Christian is currently registered with Popular Securities, LLC in Puerto Rico and the Virgin Islands. Prior to joining Popular Securities, LLC, Christian was employed with Putnam Retail Management Limited Partnership in Boston, Massachusetts. Christian specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Christian provides services including financial planning, pension consulting, educational seminars, selection of other advisors, 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
05/01/2017 - Present
Popular Securities, LLC (SAN JUAN PR)
MA
07/20/2001 - 04/05/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
11/10/1998 - 04/18/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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