Lee Cardona RodriguezCRD Number: 5526032
Current Firm: Popular Securities, LLC
Lee Cardona Rodriguez (CRD# 5526032) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 6 years of experience in the finance industry.
Vab Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Euro Pacific Asset Management, LLC
|Popular Securities, Inc.||San Juan, PR||Aug 2011 - Current||5|
|Rd Asset Management, LLC||San Juan, PR||Jan 2010 - Aug 2011||1|
|Rd Capital||San Juan, PR||May 2009 - Aug 2011||2|
|Oriental Financial Services Corp||San Juan, PR||Mar 2008 - Feb 2009||< 1|
|Isla Bonita Real Estate||Isla Verde, PR||Mar 2006 - Jul 2008||2|
|Universidad Interamericana||Cupey, PR||Aug 2006 - Feb 2008||1|
|R.l. Armeria||Caguas, PR||Jul 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management824MILLIONS
Total Number of Accounts1,713ACCOUNTS
Average Account Value$481,261
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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
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