Fernando Monllor Arzola (CRD# 3098650) is an Investment Advisor Representative working at Popular Securities, LLC in Ponce, PR and has over 24 years of experience in the finance industry.
CRD# 4008372
Popular Securities, LLC
CRD# 6650530
Esi Advisors
CRD# 1385146
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Popular Securities, Inc. | Hato Rey, PR | Jul 1998 - Current | 25 |
Banco Popula De Puerto Rico | San Juan, PR | Aug 1992 - Current | 31 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PR
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Total Assets Under Management2,038MILLIONS
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Total Number of Accounts2,567ACCOUNTS
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Average Account Value$793,902
- A percentage of assets under your management
- Other
- 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
FL, MD, PR, TX, VA, VI
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