Unclaimed
Miguel Alejandro Rodriguez fernandez is a financial professional who is registered as a Registered Representative and an Investment Advisor Representative. Miguel is affiliated with Popular Securities, LLC. Miguel has 2 years of experience in the securities industry. Miguel has passed the Series 66, Series 7TO and SIE exams. Miguel's current employment status is Listed as Active. Miguel specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Miguel's firm Popular Securities, LLC, has a strong track record of providing investment advisory services to individuals and businesses.
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
04/01/2024 - Present
Popular Securities, LLC (San Juan PR)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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