Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Lopez-martinez is a financial professional with over 20 years of experience in the industry. Marla is currently registered with Popular Securities, LLC, which is located in San Juan, PR. Previously, Marla has held positions with ALLSTATE FINANCIAL SERVICES, LLC, POPULAR SECURITIES, INC., UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO, and UBS FINANCIAL SERVICES INC. Marla has a broad range of experience, having provided financial services to clients in Puerto Rico, Illinois and Chicago.
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
12/20/2012 - Present
Popular Securities, LLC (SAN JUAN PR)
IL
09/27/2011 - 09/19/2012
ALLSTATE FINANCIAL SERVICES, LLC (CHICAGO IL)
PR
05/08/2006 - 09/20/2011
POPULAR SECURITIES, INC. (SAN JUAN PR)
PR
04/18/2000 - 10/10/2006
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (VEGA BAJA PR)
PR
04/18/2000 - 05/26/2006
UBS FINANCIAL SERVICES INC. (VEGA BAJA PR)
BOTH
Issued 05/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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