linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Vanessa Lourdes Perez fernandez

Popular Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Vanessa? Claim Your Profile

About Vanessa Lourdes Perez fernandez

Vanessa Lourdes Perez fernandez is a registered investment advisor representative with Popular Securities, LLC. Vanessa has been in the securities industry since February 23, 1995. Vanessa is licensed in California, District of Columbia, Florida, Massachusetts, New York, Puerto Rico, and Texas. Vanessa is also a registered investment advisor in Puerto Rico. Vanessa has a Series 7, Series 63, and Series 65.

Firm Information

Vanessa Perez fernandez is currently registered with Popular Securities, LLC. Popular Securities, LLC, is a Limited Liability Company formed in 2014 that offers financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and pooled investment vehicles, and selection of other advisors. The firm is registered in 36 states and the District of Columbia and has 91 registered representatives, 39 investment advisor representatives, and 41 investment advisory functions. Popular Securities, LLC, manages approximately $2.23 billion in regulatory assets under management.
Popular Securities, LLC

POPULAR CENTER, 208 PONCE DE LEON

HATO REY, PR 00918

$2.23B

Assets Under Management

33

Total Clients

88

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

12b-1 fees in money market product and referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Vanessa Perez fernandez’s Registration & Firm History

PR

06/17/2013 - Present

Popular Securities, LLC (SAN JUAN PR)

OR

02/24/1995 - 05/21/1997

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

Not sure if Vanessa Lourdes Perez fernandez is right for you?

Licenses & Designations

IA

Issued 02/17/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 22 public disclosures for Vanessa Lourdes Perez fernandez. Review regulatory record here.
Not sure if Vanessa Lourdes Perez fernandez is right for you?