Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel Gonzalez chavez is a registered investment advisor representative with Popular Securities, LLC. Raquel has been in the industry since June 1983. Raquel has passed the Series 7, Series 63 and Series 66 exams. Previously, Raquel was employed at CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., DREXEL BURNHAM LAMBERT INCORPORATED, and KIDDER, PEABODY & CO. INCORPORATED. Raquel provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
08/09/2011 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
07/31/1993 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
NY
09/13/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/13/1985 - 09/21/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/22/1983 - 05/06/1985
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 08/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raquel Gonzalez chavez is the right advisor for you? Invested Better is here to help.
