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Jose Alfredo Merheb-Emanuelli

POPULAR SECURITIES, LLC·HATO REY, Puerto Rico
SIE, Series 7, Series 7TO, Series 24, Series 66POPULAR SECURITIES, LLC
POPULAR CENTER, 209 PONCE DE LEON, HATO REY, PR 00918CRD# 5435788Firm CRD# 8096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Alfredo Merheb-Emanuelli · HATO REY, PR
Registration
CRD #5435788 · POPULAR SECURITIES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 66
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
POPULAR SECURITIES, LLC
CRD 8096 · SEC 801-57928
AUM
$2.2B
Regulatory assets under management
Employees
95
2,530 client accounts
Services offered by POPULAR SECURITIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
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Introduction

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04

Frequently Asked Questions

What services does Jose Alfredo Merheb-Emanuelli offer?
Jose Alfredo Merheb-Emanuelli specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.
What are Jose Alfredo Merheb-Emanuelli's credentials?
Jose Alfredo Merheb-Emanuelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Alfredo Merheb-Emanuelli located?
Jose Alfredo Merheb-Emanuelli is based in HATO REY, Puerto Rico, working with POPULAR SECURITIES, LLC. Their office serves clients in the HATO REY metropolitan area and surrounding communities.
How does Jose Alfredo Merheb-Emanuelli charge for services?
Jose Alfredo Merheb-Emanuelli's firm is compensated through percentage of aum, other: 12b-1 fees in money market product and referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POPULAR SECURITIES, LLC?
POPULAR SECURITIES, LLC has approximately 95 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POPULAR SECURITIES, LLC

Jose Joaquin Torres Ramos
HATO REY, PR
Jaime Antonio Toro Lavergne
HATO REY, PR
Rosa Angela Colon Ortiz
HATO REY, PR
Francisco Roberto Garcia Inclan
HATO REY, PR
Gregory Kaufman
HATO REY, PR
Marla Marie Acosta-Ashby
HATO REY, PR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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