Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Javier Pericas is an Investment Advisor Representative with Popular Securities, LLC. Francisco has been in the industry since July 1996 and has offices in San Juan, PR. Francisco is registered with the state of Puerto Rico as an Investment Advisor Representative. He specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, businesses, and pooled investment vehicles, and selecting other advisors. Francisco has experience working with various clients, including corporations, individuals, and charitable organizations. Francisco previously worked with CITICORP FINANCIAL SERVICES CORPORATION from July 1996 to May 1999 in San Juan, PR.
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
02/05/2024 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
07/23/1996 - 05/26/1999
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
IA
Issued 06/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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