AN
Alejandro Miguel Pascual Navarro
18 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
486 clients
Average Client Portfolio
$742K average
Assets Under Management
$360.6M
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Advisor Information
Office location
270 Munoz Rivera Ave Suite Mezzanine, 270 Plaza, San Juan, PR, 00918
Get directionsRegulatory History
Clean regulatory record
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 Broker
August 2021 - Present · 4 yrs 5 mos
Oriental Financial Services LLC
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Universal Financial Services INC. Broker
February 2015 - August 2021 · 6 yrs 6 mos
Oriental Financial Services CORP. Broker
September 2010 - January 2015 · 4 yrs 4 mos
UBS Financial Services Incorporated of Puerto RicoBroker
April 2003 - November 2006 · 3 yrs 7 mos
UBS Financial Services INC. Broker
April 2003 - November 2006 · 3 yrs 7 mos
State Registrations5 states
DCFLOHPRVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.