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Jose Rafael Fernandez Martinez

ORIENTAL FINANCIAL SERVICES LLC·SAN JUAN, Puerto Rico
ORIENTAL FINANCIAL SERVICES LLC
270 MUNOZ RIVERA AVE, SAN JUAN, PR 00918CRD# 1556546Firm CRD# 29753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Rafael Fernandez Martinez · SAN JUAN, PR
Registration
CRD #1556546 · ORIENTAL FINANCIAL SERVICES LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jose Rafael Fernandez Martinez 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.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ORIENTAL FINANCIAL SERVICES LLC
ORIENTAL FINANCIAL SERVICES LLC
AUM
$284M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at ORIENTAL FINANCIAL SERVICES LLC →
Services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1556546
Firm CRD# 29753
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jose Rafael Fernandez Martinez offer?
Jose Rafael Fernandez Martinez specializes in Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Jose Rafael Fernandez Martinez's credentials?
Jose Rafael Fernandez Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Rafael Fernandez Martinez located?
Jose Rafael Fernandez Martinez 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 Jose Rafael Fernandez Martinez charge for services?
Jose Rafael Fernandez Martinez'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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Other Advisors at ORIENTAL FINANCIAL SERVICES LLC

Alejandro Miguel Pascual Navarro
SAN JUAN, PR
Sean Warren Miles Barbosa
SAN JUAN, PR
Carlos O. Esq. Souffront
SAN JUAN, PR
Ganesh Kumar
SAN JUAN, PR
Glenda L. Munoz Galarza
SAN JUAN, PR
Mariela Torres
SAN JUAN, PR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Puerto Rico
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City Guides
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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