Unclaimed Profile

Ganesh Kumar

ORIENTAL FINANCIAL SERVICES LLC·SAN JUAN, Puerto Rico

ORIENTAL FINANCIAL SERVICES LLC

270 MUNOZ RIVERA AVE, SAN JUAN, PR 00918CRD# 6120016Firm CRD# 29753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ganesh Kumar · SAN JUAN, PR

Registration

CRD #6120016 · ORIENTAL FINANCIAL SERVICES LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Ganesh Kumar is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with ORIENTAL FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

ORIENTAL FINANCIAL SERVICES LLC

AUM

$284M

Regulatory assets under management

Employees

Total firm employees

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Services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6120016

Firm CRD# 29753

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ganesh Kumar offer?

Ganesh Kumar specializes in Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are Ganesh Kumar's credentials?

Ganesh Kumar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ganesh Kumar located?

Ganesh Kumar is based in SAN JUAN, Puerto Rico, working with ORIENTAL FINANCIAL SERVICES LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does Ganesh Kumar charge for services?

Ganesh Kumar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORIENTAL FINANCIAL SERVICES LLC?

ORIENTAL FINANCIAL SERVICES LLC has approximately 28 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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