Alexis Crespo Perez, financial advisor San Juan PR

Alexis Crespo Perez

CRD Number: 4971693
Current Firm: Oriental Financial Services LLC

Alexis Crespo Perez (CRD# 4971693) is an Investment Advisor Representative working at Oriental Financial Services 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
Oriental Financial Services San Juan, PR Apr 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2021
Disclosure Information

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
Contact Info for Alexis J. Crespo Perez
Phone Number: 787-474-1993
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $429,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Other
Types of Clients
Registered States

PR, VI

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