Unclaimed
Edman Alicea rodriguez is a financial advisor with over 29 years of experience in the industry. Edman is a registered representative of Popular Securities, LLC, a firm based in Hato Rey, Puerto Rico. Edman is also a registered investment advisor and is licensed to offer financial advice in multiple states. Edman has a strong track record of providing investment advice to a variety of clients, including individuals, corporations, and charitable organizations. Edman specializes in providing financial planning, portfolio management, and investment advice. In addition to working with Popular Securities, LLC, Edman is also an employee of Popular Risk, a full-time insurance brokerage firm. Edman works with a variety of clients and has over $2.2 billion in assets under 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
09/06/2011 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
07/01/2003 - 08/24/2011
WELLS FARGO ADVISORS, LLC (GUAYNABO PR)
NY
04/16/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
09/14/1992 - 03/19/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/14/1992 - 03/19/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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