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

  • Popular Securities stands out by combining local market knowledge and product offerings with access to global investment opportunities.
  • Our team of professionals is distinguished by its extensive industry experience, personalized guidance, and commitment to helping clients achieve their financial goals.
  • We offer an integrated financial relationship that connects financial planning, investments, banking, and insurance, providing a more comprehensive experience that addresses client needs through a unified approach.
  • We select investment solutions tailored to each client's objectives and needs.
  • Accounts are carried by National Financial Services ("NFS"), a member of NYSE/SIPC and a Fidelity Investments® company, which complements our value proposition with an industry-recognized custodial platform.

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.

Our private banking services are available to customers who maintain $500,000 or more in deposits and/or investments or who deposit an average of $50,000 or more per month into their personal accounts at Popular.