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Clara Yanira Perez o'neill

Popular Securities, LLC

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About Clara Yanira Perez o'neill

Clara Yanira Perez o'neill is a registered investment advisor representative with Popular Securities, LLC. Clara has been in the securities industry since September 4, 2001 and has a strong background in providing financial planning, pension consulting, and educational seminars to clients. Clara has worked with a range of client types, including individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Clara has specialized in providing advisory services in the areas of portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Clara Perez o'neill 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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Clara Perez o'neill’s Registration & Firm History

PR

06/13/2013 - Present

Popular Securities, LLC (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 05/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Clara Yanira Perez o'neill. Review regulatory record here.
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