Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Emilio Medina fermin is a Registered Representative and Investment Advisor Representative, licensed in Puerto Rico. Jose Emilio Medina fermin is active in the industry since April 13, 1996. Jose Emilio Medina fermin is currently registered with Popular Securities, LLC, which is a Broker-dealer and Investment Adviser. Before that, Jose Emilio Medina fermin worked for Citigroup Global Markets Inc. and Prudential Securities Incorporated.
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
08/09/2011 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
03/18/1999 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
NY
03/18/1996 - 02/18/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1996
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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