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Cristina Marie Perez Franceschini

X-SQUARE CAPITAL, LLC·GUAYNABO, Puerto Rico
SIE, Series 7TO, Series 24, Series 65Clean record3 years registeredX-SQUARE CAPITAL, LLC
CENTRO INTERNACIONAL DE MERCADEO II, GUAYNABO, PR 00968CRD# 7562251Firm CRD# 167237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cristina Marie Perez Franceschini · GUAYNABO, PR
Registration
CRD #7562251 · X-SQUARE CAPITAL, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

X-SQUARE CAPITAL
Sep 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 65
Registration record
First registered · September 26, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
X-SQUARE CAPITAL, LLC
CRD 167237 · SEC 801-88171
AUM
$424M
Regulatory assets under management
Employees
7
220 client accounts
Services offered by X-SQUARE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at X-SQUARE CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Cristina Marie Perez Franceschini offer?
Cristina Marie Perez Franceschini specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Cristina Marie Perez Franceschini's credentials?
Cristina Marie Perez Franceschini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cristina Marie Perez Franceschini located?
Cristina Marie Perez Franceschini is based in GUAYNABO, Puerto Rico, working with X-SQUARE CAPITAL, LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Cristina Marie Perez Franceschini charge for services?
Cristina Marie Perez Franceschini's firm is compensated through percentage of aum, performance-based fees, other: ad hoc expert consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is X-SQUARE CAPITAL, LLC?
X-SQUARE CAPITAL, LLC has approximately 7 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at X-SQUARE CAPITAL, LLC

Gabriel Antonio Medina
GUAYNABO, PR
Ignacio Manuel Canto
GUAYNABO, PR
Jose Gualberto Nater
HATO REY, PR
Roberto Jesus Prohias Fernandez
HATO REY, PR
Manuel Antonio Moreda
HATO REY, PR
Ruben Antonio Tapia Vargas
HATO REY, PR

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Research
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