Experience

Financial Wellness PR

• Puerto Rico
• Financial Services
• 1 - 100 Employee

• Branch Manager / Financial Planner

  • May 2018 - Present

  We are specialized to help people to develope a comprehensive financial strategie helping them to achieve their financial dreams and goals. I have more tha 30 years of experience and fully licensed in the insurance and investments business that entitled me to provides true Financial Planning and advisory services to my prospects and clients. We are specialized to help people to develope a comprehensive financial strategie helping them to achieve their financial dreams and goals. I have more tha 30 years of experience and fully licensed in the insurance and investments business that entitled me to provides true Financial Planning and advisory services to my prospects and clients.



Cetera Advisor Networks LLC

• United States
• Financial Services
• 500 - 600 Employee

• Branch Manager

  • Jul 2021 - Present

  We are the PROS behind the PROS! We are the PROS behind the PROS!



Mml Investor Services, LLC

• San Juan, Puerto Rico

• Investment Advisor

  • Jan 2004 - Jul 2021



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Insurance Agent

  • Jan 2003 - Jul 2021

  I offer an analysis of your current financial situation and help you: • Identify financial goals and concerns • Illustrate what is being done to reach your goals and deal with concerns • Identify gaps, if present, and offer solutions to fill them. “I am licensed to sell insurance in: Puerto Rico where insurance licensed and securities in: Puerto Rico. I am a registered representative of and offer securities and investment advisory services and financial planning” through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 273 Ponce de Leon Avenue Suite 1400 Hato Rey Puerto Rico, Tel: 787- 758-2244. Show less



MML Investors Sevices,LLC

• 273 Ponce de Leon avenue suite 1400,San Juan PR.00918

• Financial Advisor

  • Jan 2003 - Jul 2021

  Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. “I am licensed to sell securities in: Puerto Rico.I am a registered representative of and offer securities and investment advisory services and financial planning” through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 273 Ponce de Leon Avenue Suite 1400 Hato Rey Puerto Rico, Tel: 787- 758-2244. Show less



Allmerica Financial

• San Juan,PR

• Financial Advisor

  • Jan 1990 - Dec 2003