Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Alberto Colon perea is a registered investment advisor with Popular Securities, LLC. Juan Alberto has been in the industry since 1988 and has held various positions at several firms including Citigroup Global Markets Inc., Lehman Brothers Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Kidder, Peabody & Co. Incorporated. Juan Alberto holds Series 3, 7, and 63 licenses and is also a Registered Representative. Juan Alberto's primary office is located at 208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, SAN JUAN, PR 00918.
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
07/31/1993 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
NY
05/07/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/14/1990 - 05/13/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/30/1989 - 03/08/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/23/1989 - 11/15/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
12/23/1988 - 07/01/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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