Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Ramon Martinez esteves has been in the securities industry since 1987. Jose Ramon Martinez esteves is currently registered with Popular Securities, LLC. Jose Ramon Martinez esteves is also registered as an Investment Advisor Representative in Puerto Rico. Previously Jose Ramon Martinez esteves was employed by Santander Securities, Smith Barney Inc., Lehman Brothers Inc., and Drexel Burnham Lambert Incorporated. Jose Ramon Martinez esteves has passed the following exams: Series 63, Series 66, Series 7, Series 24 and the SIE. Jose Ramon Martinez esteves has specializations in: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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
06/04/2013 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
01/20/1997 - 01/11/2008
SANTANDER SECURITIES (BAYAMON PR)
NY
07/31/1993 - 01/22/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
05/03/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/01/1988 - 06/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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