Cesar Angarita Ascanio, financial advisor San Juan PR

Cesar Angarita Ascanio

CRD Number: 4460151
Current Firm: Popular Securities, LLC

Cesar Angarita Ascanio (CRD# 4460151) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Popular Securities, Inc. San Juan, PR Jan 2004 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
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 Cesar A. Angarita Ascanio
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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