Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Juan Rodriguez cerda is an Investment Advisor Representative associated with X-Square Capital, a firm based in Guaynabo, Puerto Rico. Victor has been active in the investment industry since March 2024 and is currently registered in Puerto Rico. Victor has passed the Uniform Investment Adviser Law Examination (Series 65) and specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Ad hoc expert consulting fees
1
2
PR
07/01/2024 - Present
X-Square Capital (GUAYNABO PR)
IA
Issued 06/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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