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Rosa Angela Colon Ortiz

POPULAR SECURITIES, LLC·HATO REY, Puerto Rico
Unclaimed Profile
POPULAR CENTER, 208 PONCE DE LEON, HATO REY, PR 00918CRD# 4202101Firm CRD# 8096
01

About

Rosa Angela Colon Ortiz is a registered financial advisor based in HATO REY, Puerto Rico, affiliated with POPULAR SECURITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
POPULAR SECURITIES, LLC
POPULAR SECURITIES, LLC
AUM
$2.2B
Regulatory assets under management
Employees
95
Total firm employees
View all advisors at POPULAR SECURITIES, LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Other: 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
Regulatory
SEC/IARD CRD# 4202101
Firm CRD# 8096
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rosa Angela Colon Ortiz offer?
Rosa Angela Colon Ortiz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.
What are Rosa Angela Colon Ortiz's credentials?
Rosa Angela Colon Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosa Angela Colon Ortiz located?
Rosa Angela Colon Ortiz 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 Rosa Angela Colon Ortiz charge for services?
Rosa Angela Colon Ortiz'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 in HATO REY
Jose Gualberto Nater — X-SQUARE CAPITAL, INC.Manuel Antonio Moreda — X-SQUARE CAPITAL, LLCGregory Kaufman — POPULAR SECURITIES, LLCMarla Marie Acosta-Ashby — POPULAR SECURITIES, LLCRuben Antonio Tapia Vargas — X-SQUARE CAPITAL, LLC
Nearby cities in Puerto Rico
SAN JUAN (212)GUAYNABO (84)DORADO (20)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideGUAYNABO GuideDORADO GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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