Oriental Financial Services Corp.

Oriental Financial Services Corp. (CRD# 29753) is a financial advisory firm headquartered in San Juan, PR. They manage $119,240,240 in 496 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $240,404
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Oriental Financial Services Corp.
Showing 1 - 8 of 8 top financial advisors.
1
Sandra Ramos Collazo
CRD#: 2638349
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
93
Wealthminder
score

Sandra Ramos Collazo (CRD# 2638349) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has over 15 years of experience in the finance industry.

2
Juan J. Santiago Marrero
CRD#: 3155562
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
93
Wealthminder
score

Juan Santiago Marrero (CRD# 3155562) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has over 10 years of experience in the finance industry.

3
Fernando J. Del Llano Sobrino
CRD#: 4059996
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
90
Wealthminder
score

Fernando Del Llano Sobrino (CRD# 4059996) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has over 5 years of experience in the finance industry.

4
Lixanelle D. Roman Valentin
CRD#: 5821987
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
87
Wealthminder
score

Lixanelle Roman Valentin (CRD# 5821987) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has 1 year of experience in the finance industry.

5
Manuel Escobar
CRD#: 1014769
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
83
Wealthminder
score

Manuel Escobar (CRD# 1014769) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has over 31 years of experience in the finance industry.

6
Sonia E. Marbarak
CRD#: 1498281
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
83
Wealthminder
score

Sonia Marbarak (CRD# 1498281) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has over 17 years of experience in the finance industry.

7
Guillermo Santiago
CRD#: 2120981
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
83
Wealthminder
score

Guillermo Santiago (CRD# 2120981) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has over 9 years of experience in the finance industry.

8
Jose M. Candelario Padilla
CRD#: 4847560
Hostos Ave. 1233, Ponce, PR 00716
58
Wealthminder
score

Jose Candelario Padilla (CRD# 4847560) is an Investment Advisor Representative working at Oriental Financial Services Corp. in Ponce, PR and has over 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.