Joel Navarro
Joel Navarro is a registered investment advisor at Oriental Financial Services LLC, based in San Juan, PR, with 13 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 468 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
254 Munoz Rivera Ave, 11th Floor, San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oriental Financial Services LLC
Oriental Financial Services LLCBroker
Previous Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
State Registrations1 state
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