Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Angela Colon Ortiz is a financial professional with over 20 years of experience in the industry. Rosa Angela is a Registered Principal and has held various roles at different firms. Currently, Rosa Angela Colon Ortiz works at Popular Securities, LLC where she has been employed since 2012, and also has a past employment history with Citi International Financial Services LLC and BBVA Securities of Puerto Rico, Inc. Rosa Angela holds several licenses and certifications, including Series 7, Series 24, Series 27, Series 99TO, and SIE. She is also a Registered Representative in Puerto Rico. Rosa Angela Colon Ortiz is committed to providing clients with personalized financial advice.
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
05/17/2017 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
02/25/2015 - 06/06/2017
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
04/13/2012 - 11/18/2014
POPULAR SECURITIES, LLC (SAN JUAN PR)
PR
04/21/2005 - 04/02/2012
BBVA SECURITIES OF PUERTO RICO, INC. (HATO REY PR)
PR
01/02/2002 - 04/19/2005
R-G INVESTMENTS CORPORATION (SAN JUAN PR)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/30/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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