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Francisco Roberto Garcia inclan

Popular Securities, LLC

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About Francisco Roberto Garcia inclan

Francisco Roberto Garcia inclan is a registered representative with Popular Securities, LLC and has been in the industry since 2017. Francisco has been registered with the state of Puerto Rico since October 2021. Francisco is also a registered investment advisor representative with Popular Securities, LLC and has been registered with the state of Puerto Rico since January 2024. Francisco has passed the Series 66, Series 24, Series 7TO and the SIE exams.

Firm Information

Francisco Garcia inclan is currently registered with Popular Securities, LLC. Popular Securities, LLC, is a Limited Liability Company formed in 2014 that offers financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and pooled investment vehicles, and selection of other advisors. The firm is registered in 36 states and the District of Columbia and has 91 registered representatives, 39 investment advisor representatives, and 41 investment advisory functions. Popular Securities, LLC, manages approximately $2.23 billion in regulatory assets under management.
Popular Securities, LLC

POPULAR CENTER, 208 PONCE DE LEON

HATO REY, PR 00918

$2.23B

Assets Under Management

33

Total Clients

88

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees in money market product and referral fees

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Francisco Garcia inclan’s Registration & Firm History

PR

01/30/2024 - Present

Popular Securities, LLC (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 01/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francisco Roberto Garcia inclan.
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