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254 Munoz Rivera Ave 11Th Floor, San Juan, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2021-04-13 |
Branch Locations
254 Munoz Rivera Ave 11Th Floor, San Juan, PR 00918 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oriental Financial Services Corp. | San Juan | PR | 12/1992 | Present |
Insurance agent of Oriental Insurance LLC (OIN), OFS affiliate. Sales of life, fixed and variable annuities as part of the product offerings to clients for diversification. All commissions are known to OFS and same payout grid as other OFS products. One to two hours a week. Marketing material provided by OIN and insurance companies. Office of Commissioner of Insurance of PR issue the license in certificate and wallet format.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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