Unclaimed Profile

Sonia Emilia Marbarak

ORIENTAL FINANCIAL SERVICES LLC·SAN JUAN, Puerto Rico

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TO10 years registeredORIENTAL FINANCIAL SERVICES LLC

254 MUNOZ RIVERA AVE, SAN JUAN, PR 00918CRD# 1498281Firm CRD# 29753

Profile Verification

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

Identity

Sonia Emilia Marbarak · SAN JUAN, PR

Registration

CRD #1498281 · ORIENTAL FINANCIAL SERVICES LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ORIENTAL FINANCIAL SERVICES LLC

ORIENTAL FINANCIAL SERVICES LLC

Nov 2015 – Feb 2022

SAN JUAN, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · November 6, 2015

Years registered · 10

Disclosure History

2009Customer 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

Speak with Sonia Emilia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sonia Emilia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN JUAN?

Browse all registered financial advisors in SAN JUAN, Puerto Rico or claim this profile if it's yours.

Browse SAN JUAN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sonia Emilia Marbarak offer?

Sonia Emilia Marbarak specializes in Fee-Only Advisory.

What are Sonia Emilia Marbarak's credentials?

Sonia Emilia Marbarak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sonia Emilia Marbarak located?

Sonia Emilia Marbarak is based in SAN JUAN, Puerto Rico, last registered with ORIENTAL FINANCIAL SERVICES LLC.

How does Sonia Emilia Marbarak charge for services?

Sonia Emilia Marbarak'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →