Unclaimed
Michael Adolfo Fernandez Vazquez is a registered investment advisor representative in Puerto Rico. Michael has been in the securities industry for over 10 years. Michael is currently employed by Popular Securities, LLC and has a Series 66, Series 24, and Series 7 license. Michael specializes in financial planning, portfolio management, and pension consulting. Michael has served clients including individuals, corporations, charitable organizations, and pension plans.
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
03/07/2018 - Present
Popular Securities, LLC (SAN JUAN PR)
BOTH
Issued 02/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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