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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jose Acosta Jordan (CRD# 1688356) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in San Juan, PR and has over 35 years of experience in the finance industry.
Maria Agosto (CRD# 2872363) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Juan, PR and has over 23 years of experience in the finance industry.
Xavier Aguayo Diaz (CRD# 2926408) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Juan, PR and has over 26 years of experience in the finance industry.
Edman Alicea Rodriguez (CRD# 2247329) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 30 years of experience in the finance industry.
Jose Alicea-Cruz (CRD# 5933309) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan, PR and has over 11 years of experience in the finance industry.
Jorge Alifonso-Castro (CRD# 5849786) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan, PR and has over 13 years of experience in the finance industry.
Luis Aponte (CRD# 5659330) is an Investment Advisor Representative working at Select Advisory Group Inc. in San Juan, PR and has over 14 years of experience in the finance industry.
Rafael Arthur Torres (CRD# 4492398) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 22 years of experience in the finance industry. Rafael Arthur Torres has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Roberto Bernal-Figueroa (CRD# 6345673) is an Investment Advisor Representative working at Lyon Bern, LLC in San Juan, PR and has over 7 years of experience in the finance industry.
Jorge Bravo (CRD# 1826688) is an Investment Advisor Representative working at Npa Asset Management, LLC in San Juan, PR and has over 30 years of experience in the finance industry. Jorge Bravo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.