Unclaimed Profile

Mariela Torres

ORIENTAL FINANCIAL SERVICES LLC·SAN JUAN, Puerto Rico

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 65, Series 668 years registeredORIENTAL FINANCIAL SERVICES LLC

270 MUNOZ RIVERA AVE, SAN JUAN, PR 00918CRD# 2735709Firm CRD# 29753

Profile Verification

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

Identity

Mariela Torres · SAN JUAN, PR

Registration

CRD #2735709 · ORIENTAL FINANCIAL SERVICES LLC · 8 years registered

Brand Profile

Not yet started

Career History

ORIENTAL FINANCIAL SERVICES LLC

Jun 2022 – present

ORIENTAL FINANCIAL SERVICES LLC

May 2022 – May 2022

SAN JUAN, PR

VAUBAN WEALTH MANAGEMENT

Nov 2019 – May 2022

GUAYNABO, PR

BNC INTERNATIONAL ADVISORS INC.

Jan 2018 – Jun 2019

SAN JUAN, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 65

Series 66

Registration record

First registered · January 30, 2018

Years registered · 8

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ORIENTAL FINANCIAL SERVICES LLC

CRD 29753 · SEC 801-88203

AUM

$284M

Regulatory assets under management

Employees

469 client accounts

Services offered by ORIENTAL FINANCIAL SERVICES LLC

Per Form ADV

Other

View all advisors at ORIENTAL FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Mariela Torres offer?

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

What are Mariela Torres's credentials?

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

Where is Mariela Torres located?

Mariela Torres 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 Mariela Torres charge for services?

Mariela Torres'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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