Jorge A Roig velez
Investment adviser representative at Popular Securities, LLC
46 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Jorge A Roig velez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
46 years in the industry.
- Popular Securities, Inc.Sep 1997 to now
- Roig Commercial BankAug 1980 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PR).
Popular Securities, LLC
$2.6BAssets managed
2,403Clients
58Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2972145
- Firm CRD
- 8096