Our financial consultants combine their knowledge with an extensive offering to create a tailored investments plan to advance towards your goals.

You have plans for your family, business and personal future. Bring them to life with the support of highly qualified financial consultants. Minimize your worries and plan for tomorrow calmly. Your life is unique, so is every investment strategy that will be designed for you.

What sets us apart

You have plans for your family, business and personal future. Bring them to life with the support of highly qualified financial consultants. Minimize your worries and plan for tomorrow calmly. Your life is unique, so is every investment strategy that will be designed for you.

  • Popular Securities2 is a recognized financial institution with the staff, expertise, and resources to offer global investment alternatives, while providing local access to products and services that make a difference to our clients.
  • Our financial consultants have vast experience in the industry and are guided by our institution’s core values: integrity, social commitment and business excellence.
  • Integrated products and services to help you reach your goals: financial planning, banking and insurance.
  • Selection of products tailored to your investment objectives.
  • Products and services across the range of Popular’s offerings: mortgages, auto loans, credit cards and deposit accounts, among others.
  • Accounts are carried by National Financial Services LLC (“NFS”), member NYSE/SIPC, a Fidelity Investments® Company.

Banco Popular de Puerto Rico, its subsidiaries and affiliates, are not engaged in providing legal, accounting, or tax advisory services. If you require legal, accounting, or tax advice services, you should consult a professional specializing in these areas.

Investment products and services are offered by Popular Securities LLC, "registered broker dealer," a member of FINRA and SIPC. Popular, Inc. and Banco Popular de Puerto Rico are not registered securities brokers. Popular Securities is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Securities are offered. Investment products are not insured by the FDIC, or by any other government agency, are not deposits or obligations and are not guaranteed by the Banco Popular de Puerto Rico or subsidiaries and/or affiliates; they involve risk and may lose value, including the loss of the invested principal.

Insurance products and services are offered by Popular Risk Services, an insurance producer duly authorized by the Office of the Insurance Commissioner of Puerto Rico. Popular Risk Services is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Risk Services are offered. Insurance products are not insured by the FDIC, or by any other government agency, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico or its subsidiaries and/or affiliates. Some insurance products may lose value.

The Certified Financial Planner Board of Standard, Inc. is the owner in the United States of the CFP® Certified Financial Planner trademark, which is granted to individuals who successfully complete the initial and ongoing requirements for certification as established by the CFP Board.

CIMA® is a registered certification mark of the Investments and Wealth Institute®, Inc. in the United States of America and worldwide.

The Investments and Wealth Institute®, Inc. is the owner of the CPWA® Certified Private Wealth Advisor trademark. Its use indicates that the user has completed the initial and subsequent credential requirements for certification.

Private banking services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular.