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Keirilyn Joan Colon Lozada

Popular Securities, LLC

San Juan, PR

CRD 7416453

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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 2024-12-23
  • PR RA
    APPROVED
    Since 2024-12-23

Branch Locations

208 Ponce De Leon Ave Popular Center Suite 1200, San Juan, PR 00918 • 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
University Of Puerto Rico San Juan PR 08/2016 06/2021
Jc Penney San Juan PR 10/2018 03/2020
Firstbank San Juan PR 07/2020 06/2021
Sunglass Hut San Juan PR 11/2020 12/2020
Popular Securities, Llc San Juan PR 06/2021 Present
  • 08/2016 → 06/2021
    University Of Puerto Rico
    San Juan, PR
  • 10/2018 → 03/2020
    Jc Penney
    San Juan, PR
  • 07/2020 → 06/2021
    Firstbank
    San Juan, PR
  • 11/2020 → 12/2020
    Sunglass Hut
    San Juan, PR
  • 06/2021 → Present
    Popular Securities, Llc
    San Juan, PR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20

View on SEC IAPD

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