Jorge IrigoyenCRD Number: 7012770
Current Firm: Popular Securities, LLC
Jorge Irigoyen (CRD# 7012770) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kovack Advisors, Inc.
Lincoln Financial Securities Corporation
|Banco Popular De Puerto Rico||San Juan, PR||Mar 2020 - Current||2|
|Popular Securitites||San Juan, PR||Feb 2018 - Mar 2020||2|
|Bahia Beach||San Juan, PR||Oct 2015 - Feb 2018||2|
|Banco Popular||San Juan, PR||Aug 2014 - Oct 2015||1|
|Boston University||Boston, MA||May 2013 - Jul 2014||1|
|Banco Panama||Panama,||Mar 2011 - May 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$842,606
- A percentage of assets under your management
- 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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