Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Marie Perez-franceschini is a registered investment advisor representative with X-Square Capital located in Guaynabo, Puerto Rico. Cristina has been in the industry since September 25, 2022. She is registered with FINRA and the state of Puerto Rico. Cristina holds the Series 65, 7TO, 24 and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Ad hoc expert consulting fees
1
2
PR
09/26/2022 - Present
X-Square Capital (GUAYNABO PR)
IA
Issued 09/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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