Maribel Ortiz Castro (CRD# 4831459) is an Investment Advisor Representative working at Parliament Capital Management, LLC in San Juan, PR and has 1 year 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 |
|---|---|---|---|
| Parliament Capital Management LLC | San Juan, PR | Aug 2017 - Current | 6 |
| Insightful Consulting LLC | Guaynabo, PR | Feb 2015 - Aug 2017 | 2 |
| Operating Partners Company | San Juan, PR | Feb 2011 - Feb 2015 | 4 |
- PR
-
Total Assets Under Management318MILLIONS
-
Total Number of Accounts272ACCOUNTS
-
Average Account Value$1,170,548
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
PR
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