Oriental Financial Services Corp.

Oriental Financial Services Corp. (CRD# 29753) is a financial advisory firm headquartered in San Juan, PR. They manage $123,889,108 in 395 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $313,643
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 - 5 of 5 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 16 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
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 32 years of experience in the finance industry.

4
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.

5
Marcos A. Sanz-Madera
CRD#: 5464419
997 San Roberto Street, Oriental Group Tower 9th Floor, San Juan, PR 00926
78
Wealthminder
score

Marcos Sanz-Madera (CRD# 5464419) is an Investment Advisor Representative working at Oriental Financial Services Corp. in San Juan, PR and has over 2 years of experience in the finance industry.

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