Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Jose Vivas cuadra is a registered investment advisor representative with Charles Schwab & CO., Inc. and has been in the industry since 1997. Francisco holds licenses to practice in multiple states including Florida, Puerto Rico, California, Georgia, Illinois, New York, Ohio, Pennsylvania, Rhode Island, Texas, Wisconsin, and the Virgin Islands. Francisco has also passed the Series 63, Series 66, Series 7, Series 9, Series 10 and SIE exams. Francisco previously worked at GOVERNMENT DEVELOPMENT BANK FOR PUERTO RICO CAPITAL FUND. Francisco Jose Vivas cuadra is a licensed investment advisor and holds numerous professional licenses and designations. Francisco Jose Vivas cuadra offers various services, including financial planning and portfolio 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
PR
12/22/2015 - Present
Charles Schwab & CO., Inc. (San Juan PR)
PR
04/14/1997 - 07/16/1998
GOVERNMENT DEVELOPMENT BANK FOR PUERTO RICO CAPITAL FUND (SANTURCE PR)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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