Unclaimed Profile

Sonia Emilia Marbarak

ORIENTAL FINANCIAL SERVICES LLC·SAN JUAN, Puerto Rico

ORIENTAL 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

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Sonia Emilia Marbarak 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# 1498281

Firm CRD# 29753

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sonia Emilia Marbarak offer?

Sonia Emilia Marbarak specializes in Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

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, working with ORIENTAL FINANCIAL SERVICES LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

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.

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