Popular Securities, LLC

Popular Securities, LLC (CRD# 8096) is a financial advisory firm headquartered in Hato Rey, PR. They manage $943,275,000 in 1,774 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    943
    MILLION
  • Total Number of Accounts
    1,774
    ACCOUNTS
  • Average Account Value
    $531,722
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
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, TX, VI

Financial Advisors at Popular Securities, LLC
Showing 1 - 10 of 48 top financial advisors.
1
Lee D. Cardona Rodriguez
CRD#: 5526032
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918
93
Wealthminder
score

Lee Cardona Rodriguez (CRD# 5526032) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 8 years of experience in the finance industry.

2
Maria Del Carmen Maisonet Gonzalez
CRD#: 5500948
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918
93
Wealthminder
score

Maria Del Carmen Maisonet Gonzalez (CRD# 5500948) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 6 years of experience in the finance industry.

3
Desiree Maldonado Irizarry
CRD#: 4662576
209 Ponce De Leon Avenue, Plaza Level, San Juan, PR 00918
93
Wealthminder
score

Desiree Maldonado Irizarry (CRD# 4662576) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 3 years of experience in the finance industry. Desiree Maldonado Irizarry 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.

4
Jafet Pabon Rodriguez
CRD#: 5653794
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918
93
Wealthminder
score

Jafet Pabon Rodriguez (CRD# 5653794) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 6 years of experience in the finance industry.

5
Olga Y. Cintron Rosario
CRD#: 5055094
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918
90
Wealthminder
score

Olga Cintron Rosario (CRD# 5055094) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 4 years of experience in the finance industry.

6
Gabriel J. Flores Ruiz
CRD#: 6199553
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918
90
Wealthminder
score

Gabriel Flores Ruiz (CRD# 6199553) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 3 years of experience in the finance industry.

7
Enrique J. Gelpi Abarca
CRD#: 5917638
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
90
Wealthminder
score

Enrique Gelpi Abarca (CRD# 5917638) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 5 years of experience in the finance industry.

8
Jaime A. Rodriguez Pagan
CRD#: 6181871
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918
89
Wealthminder
score

Jaime Rodriguez Pagan (CRD# 6181871) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 2 years of experience in the finance industry.

9
Edbal Tirado Jimenez
CRD#: 3181135
209 Munoz Rivera Avenue, Popular Center 12th Floor, San Juan, PR 00918
88
Wealthminder
score

Edbal Tirado Jimenez (CRD# 3181135) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 2 years of experience in the finance industry.

10
Beatriz L. Diaz Del Llano
CRD#: 4576581
208 Ponce De Leon Ave, Popular Center Suite 1200, San Juan, PR 00918
87
Wealthminder
score

Beatriz Diaz Del Llano (CRD# 4576581) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has 1 year of experience in the finance industry.

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