Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto L Perez rohena is a registered representative with Popular Securities, LLC in San Juan, Puerto Rico. Roberto has been in the industry since 2020 and specializes in various investment products and services. Roberto holds the Series 7 and SIE licenses and is registered 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
12/18/2023 - Present
Popular Securities, LLC (SAN JUAN PR)
BC
Issued 12/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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