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Rosana Maria Pacheco Fernandez

ORIENTAL BANK·SAN JUAN, Puerto Rico
SIE, Series 6, Series 7Clean recordORIENTAL BANK
ORIENTAL CENTER, 10TH FLOOR, 254 MUNOZ RIVERA AVE., SAN JUAN, PR 00918CRD# 2304829Firm CRD# 312982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rosana Maria Pacheco Fernandez · SAN JUAN, PR
Registration
CRD #2304829 · ORIENTAL BANK
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ORIENTAL BANK
CRD 312982 · SEC 801-121169
AUM
$301M
Regulatory assets under management
Employees
8
1 client accounts
Services offered by ORIENTAL BANK
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at ORIENTAL BANK →
Introduction

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04

Frequently Asked Questions

What services does Rosana Maria Pacheco Fernandez offer?
Rosana Maria Pacheco Fernandez specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Rosana Maria Pacheco Fernandez's credentials?
Rosana Maria Pacheco Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosana Maria Pacheco Fernandez located?
Rosana Maria Pacheco Fernandez is based in SAN JUAN, Puerto Rico, working with ORIENTAL BANK. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Rosana Maria Pacheco Fernandez charge for services?
Rosana Maria Pacheco Fernandez'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 BANK?
ORIENTAL BANK has approximately 8 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ORIENTAL BANK

Roberto Antonio Romanelli Arias
SAN JUAN, PR
Ramon Arturo Rosado
SAN JUAN, PR
Juan Jose Santiago Marrero
SAN JUAN, PR

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Nearby cities in Puerto Rico
GUAYNABO (35)HATO REY (14)DORADO (5)LUGUILLO (2)OLD SAN JUAN, SAN JUAN (0)PONCE (0)SAN SEBASTIAN (0)CAGUAS (0)HATILLO (0)RINCON (0)
City Guides
GUAYNABO GuideHATO REY GuideDORADO GuideLUGUILLO GuideOLD SAN JUAN, SAN JUAN Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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