Joel Martinez navarro
Investment adviser representative at Oriental Financial Services LLC
13 yearsExperience
1 stateRegistered in
$419.6MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
13 years in the industry.
- Oriental Financial Services LLCApr 2025 to now
- Banco Popular De Puerto RicoJun 2013 to Apr 2025
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PR).
Oriental Financial Services LLC
$419.6MAssets managed
468Clients
12Advisers
11 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
- 5192751
- Firm CRD
- 29753