Jose Valle Fernandez, financial advisor San Juan PR

Jose Valle Fernandez

CRD Number: 7341903
Current Firm: Popular Securities, LLC

Jose Valle Fernandez (CRD# 7341903) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Popular Securities, LLC Mayaguez, PR Aug 2021 - Current 2
Banco Popular De Puerto Rico Mayaguez, PR Aug 2010 - Aug 2021 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Jose F. Valle Fernandez
Phone Number: 787-758-7400
Firm Website: http://www.popular.com
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    2,038
    MILLIONS
  • Total Number of Accounts
    2,567
    ACCOUNTS
  • Average Account Value
    $793,902
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MD, PR, TX, VA, VI

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