-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Haydee Delgado (CRD# 1619094) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Juan, PR and has over 6 years of experience in the finance industry.
Norma Delgado Vicencio (CRD# 6987959) is an Investment Advisor Representative working at Fsam LLC in Guaynabo, PR and has over 5 years of experience in the finance industry.
Edward Dempsey (CRD# 1726564) is an Investment Advisor Representative working at Pension Partners, LLC in San Juan, PR and has over 36 years of experience in the finance industry. Edward Dempsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Javier Diaz Calderon (CRD# 4224471) is an Investment Advisor Representative working at Primerica Advisors in Guaynabo, PR and has over 10 years of experience in the finance industry.
Beatriz Diaz Del Llano (CRD# 4576581) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 7 years of experience in the finance industry.
Giancarlo Diaz-Munio Mendez (CRD# 6309159) is an Investment Advisor Representative working at Freedom Advisory in Guaynabo, PR and has over 11 years of experience in the finance industry. Giancarlo Diaz-Munio Mendez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Felix Dones-Pagan (CRD# 5741297) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in San Juan, PR and has over 13 years of experience in the finance industry.
John Engfer (CRD# 2465356) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Juan, PR and has over 30 years of experience in the finance industry.
Maria Escalona (CRD# 4321650) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Juan, PR and has over 20 years of experience in the finance industry.
Raul Escudero Villeta (CRD# 1357156) is an Investment Advisor Representative working at Fsam LLC in Guaynabo, PR and has over 38 years of experience in the finance industry.