Unclaimed
Raquel Salas rodriguez is a Registered Representative with Popular Securities, LLC, with over 10 years of experience in the financial industry. Raquel has a Series 6 license and is currently registered in Puerto Rico. She holds a Securities Industry Essentials (SIE) license as well. Raquel is experienced in various financial planning aspects, including portfolio management for businesses and individuals, pension consulting, financial planning, and selection of other advisors. Her focus areas are in mutual funds, variable annuities, and fixed annuities. She is dedicated to providing tailored financial advice to individuals and businesses in Puerto Rico.
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
12/09/2013 - Present
Popular Securities, LLC (SAN JUAN PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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