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Rosa Angela Colon Ortiz

POPULAR SECURITIES, LLC·HATO REY, Puerto Rico
SIE, Series 7, Series 14, Series 24, Series 27, Series 99TOClean recordPOPULAR SECURITIES, LLC
POPULAR CENTER, 208 PONCE DE LEON, HATO REY, PR 00918CRD# 4202101Firm CRD# 8096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rosa Angela Colon Ortiz · HATO REY, PR
Registration
CRD #4202101 · POPULAR SECURITIES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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
View all advisors at POPULAR SECURITIES, LLC →
Introduction

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04

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 at POPULAR SECURITIES, LLC

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HATO REY, PR
Jaime Antonio Toro Lavergne
HATO REY, PR
Francisco Roberto Garcia Inclan
HATO REY, PR
Gregory Kaufman
HATO REY, PR
Marla Marie Acosta-Ashby
HATO REY, PR
Jose Alfredo Merheb-Emanuelli
HATO REY, PR

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Research
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