Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Maldonado irizarry is a registered representative with Popular Securities, LLC, a firm with approximately $2.2 billion in assets under management. Desiree has been in the industry for over 20 years and holds a Series 66, Series 7 and SIE license. Desiree is registered in Connecticut, Delaware, Florida, Illinois, New York, Puerto Rico, and South Carolina. Desiree has experience working with individual clients, high net worth individuals, corporations and charitable organizations. Desiree is dedicated to providing financial advice to her clients and helping them achieve their financial goals.
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
05/04/2015 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
08/18/2003 - 09/08/2004
R-G INVESTMENTS CORPORATION (SAN JUAN PR)
BOTH
Issued 01/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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