Juan Santiago Marrero (CRD# 3155562) is an Investment Advisor Representative working at Oriental Financial Services LLC in San Juan, PR and has over 16 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oriental Financial Services LLC | San Juan, PR | May 2021 - Current | 2 |
| Oriental Financial Group | San Juan, PR | Jan 2001 - Current | 23 |
| Oriental Financial Services Corp | San Juan, PR | Jun 2010 - May 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- PR
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts469ACCOUNTS
-
Average Account Value$604,657
- A percentage of assets under your management
- Other
PR, VI
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