linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pablo J Baerga cardona

Popular Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Pablo? Claim Your Profile

About Pablo J Baerga cardona

Pablo J Baerga cardona is a registered representative with Popular Securities, LLC and has been active in the industry since March 17, 2024. Pablo is licensed to conduct business in Puerto Rico as both a broker and an investment advisor. Pablo holds a Series 66, Series 7TO, and SIE license. Pablo's current firm, Popular Securities, LLC, is located in San Juan, Puerto Rico and has been in business for over 100 years. Popular Securities, LLC provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Pablo Baerga cardona is currently registered with Popular Securities, LLC. Popular Securities, LLC, is a Limited Liability Company formed in 2014 that offers financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and pooled investment vehicles, and selection of other advisors. The firm is registered in 36 states and the District of Columbia and has 91 registered representatives, 39 investment advisor representatives, and 41 investment advisory functions. Popular Securities, LLC, manages approximately $2.23 billion in regulatory assets under management.
Popular Securities, LLC

POPULAR CENTER, 208 PONCE DE LEON

HATO REY, PR 00918

$2.23B

Assets Under Management

33

Total Clients

88

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

12b-1 fees in money market product and referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Pablo Baerga cardona’s Registration & Firm History

PR

05/16/2024 - Present

Popular Securities, LLC (SAN JUAN PR)

Not sure if Pablo J Baerga cardona is right for you?

Licenses & Designations

BOTH

Issued 05/13/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pablo J Baerga cardona.
Not sure if Pablo J Baerga cardona is right for you?