Desiree Maldonado Irizarry

Popular Securities, LLC

22 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation Planning

Popular Securities, LLC

Compensation

Fee-Only (AUM)

Firm Size

56 advisors

Number of Clients

2,120 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.3B

Fee Structure

Minimum Investment:$50K

Location

San Patricio Gallery, Avenida González Giusti Bloque 9, Guaynabo, PR, 00968

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2018

Settled

Customer Dispute

February 2018

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Desiree is a volunteer board member at the Investment & Wealth Institute and spends minimal time on this activity. Desiree also owns rental property, generating income from short-term stays, and spends a few hours per week on this activity.

Employment History

Current Registrations

Popular Securities, LLC

May 2015 - Present · 10 yrs 9 mos

Popular Securities, LLCBroker

October 2004 - Present · 21 yrs 4 mos

Previous Registrations

R-G Investments CorporationBroker

August 2003 - September 2004 · 1 yr 1 mo

State Registrations7 states

CTDEFLILNYPRSC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.