Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Perez gonzalez is a financial advisor with over 25 years of experience in the industry. Rafael is currently registered with Popular Securities, LLC. Rafael has been with Popular Securities, LLC since 2008. Prior to that, Rafael worked for The Leaders Group, Inc. in Littleton, CO and Tower Square Securities, Inc. in El Segundo, CA.
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
10/08/2008 - Present
Popular Securities, LLC (SAN JUAN PR)
CO
02/09/2001 - 09/10/2008
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
01/22/1997 - 02/26/2001
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 12/31/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
07/20/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 07/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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