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Jose Francisco Valle Fernandez

Popular Securities, LLC

San Juan, PR

Mayaguez, PR

CRD 7341903

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Employer firm

Popular Securities, LLC CRD 8096

$2.62B regulatory AUM 36 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Popular Securities, Llc

Popular Center, 208 Ponce De Leon Suite 1200, Hato Rey, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2021-09-07
  • PR RA
    APPROVED
    Since 2021-09-07

Branch Locations

208 Ponce De Leon Ave Popular Center Suite 1200, San Juan, PR 00918 • United States

Calle Mendez Vigo#12, Mayaguez, PR 00681 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Banco Popular De Puerto Rico Mayaguez PR 08/2010 08/2021
Popular Securities, Llc Mayaguez PR 08/2021 Present
  • 08/2010 → 08/2021
    Banco Popular De Puerto Rico
    Mayaguez, PR
  • 08/2021 → Present
    Popular Securities, Llc
    Mayaguez, PR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-04
  • S66 Uniform Combined State Law Examination
    2021-09-04

View on SEC IAPD

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