Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Anibal Lopez santiago is an investment advisor representative with Popular Securities, LLC, and has been in the industry since May 2019. Felix Anibal Lopez santiago is registered to provide investment advice in Florida and Puerto Rico. Felix Anibal Lopez santiago has passed the Series 65, Series 7, and SIE exams. Felix Anibal Lopez santiago has experience working in the financial services industry, including roles at Banco Popular de Puerto Rico and Puerto Rico Supplies Group. Felix Anibal Lopez santiago specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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
05/09/2019 - Present
Popular Securities, LLC (SAN JUAN PR)
IA
Issued 05/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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