Unclaimed
Jaime Antonio Toro lavergne is a registered representative with Popular Securities, LLC, a broker-dealer located in San Juan, Puerto Rico. Jaime has been in the securities industry since November 8, 2011. Jaime has a strong background in investment management and provides a variety of services to clients, including financial planning, pension consulting, and portfolio management. Jaime is also active in the community and serves on the board of directors of Make a Wish Puerto Rico and Grupo Guayacan. Jaime has a wide range of experience in the financial services industry and is committed to providing excellent service to clients.
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
04/28/2023 - Present
Popular Securities, LLC (SAN JUAN PR)
BOTH
Issued 04/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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