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Jorge A Roig velez

Popular Securities, LLC

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About Jorge A Roig velez

Jorge A Roig velez is a registered investment advisor with Popular Securities, LLC, a broker-dealer. Jorge has been in the industry since 1998 and has held his Series 7 and SIE licenses. Jorge specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and individuals, as well as portfolio management for pooled investment vehicles. Jorge is registered in Florida and Puerto Rico as a broker-dealer and investment advisor representative.

Firm Information

Jorge Roig velez 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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Jorge Roig velez’s Registration & Firm History

PR

09/04/2013 - Present

Popular Securities, LLC (SANTURCE PR)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 11 public disclosures for Jorge A Roig velez. Review regulatory record here.
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