Jorge Irigoyen (CRD# 7012770) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 4 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Osaic Fs, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Popular Securities, LLC | San Juan, PR | Aug 2024 - Current | < 1 |
Banco Popular De Puerto Rico | San Juan, PR | Mar 2020 - Aug 2024 | 4 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- PR
-
Total Assets Under Management2,229MILLIONS
-
Total Number of Accounts2,530ACCOUNTS
-
Average Account Value$880,883
- 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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