Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Francisco Valle fernandez is an active investment advisor representative registered with Popular Securities, LLC and has been in the industry since 2021. Jose holds the Series 7TO, Series 66, and SIE exams. Jose Francisco Valle fernandez is registered with FINRA and the states of California, Florida, Georgia, Maryland, North Carolina, Puerto Rico, and Virginia. Jose is affiliated with Popular Securities, LLC. The firm has 32 licensed agents, 39 investment advisor representatives, 91 registered representatives, 41 investment advisory functions, and 0 advisor reps for other investment advisers.
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
09/07/2021 - Present
Popular Securities, LLC (Mayaguez PR)
BOTH
Issued 09/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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