Vanessa Perez FernandezCRD Number: 2534161
Current Firm: Popular Securities, LLC
Vanessa Perez Fernandez (CRD# 2534161) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 24 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lincoln Financial Securities Corporation
Ubs Financial Services Inc.
|Popular Securities, Inc.||Hato Rey, PR||May 1997 - Current||25|
|Banco Popular De Puerto Rico||San Juan, PR||Oct 1992 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,071MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$842,606
- A percentage of assets under your management
- 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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