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Rafael Alberto Pereira bisono

Investment adviser representative at Popular Securities, LLC
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 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 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

13 years in the industry.

  1. Popular Securities, LLCApr 2019 to now
  2. Banco Popular De Puerto RicoSep 2015 to Apr 2019
  3. Universidad Del Sagrado CorazonAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
7119925
Firm CRD
8096
Advisor's SEC record (opens in a new tab)
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