Unclaimed
Miguel R Correa cestero is a financial advisor with Popular Securities, LLC. Miguel is registered with FINRA and is active in the securities industry since 1997. Miguel is a registered Investment Advisor Representative in Puerto Rico. Miguel has passed the Series 7, SIE and Series 66 exams. Miguel is also a licensed Investment Advisor Representative in Connecticut, Delaware, Florida, Illinois, New York, Puerto Rico, and South Carolina. Miguel has a background in portfolio management, financial planning, and investment portfolio management. Miguel also provides pension consulting, educational seminars, and selection of other advisors. Miguel is experienced working with a wide range of clients including high net worth individuals, corporations, 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
06/10/2013 - Present
Popular Securities, LLC (SAN JUAN PR)
OR
07/18/1996 - 09/10/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 12/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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