Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco J. Uriarte is an Investment Advisor Representative currently registered with Connelly Capital Management LLC in Puerto Rico. Francisco is a seasoned professional with extensive experience in the financial services industry. Francisco is currently serving on the boards of several organizations, demonstrating their commitment to both the business community and the wider public. Francisco J. Uriarte is committed to providing clients with personalized financial advice and investment management services.
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.
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.
A stated percentage of tax savings.
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PR
09/06/2024 - Present
Connelly Capital Management LLC (GUAYNABO PR)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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