Advisor at Pariter Wealth Management Group LLC
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Firm
Pariter Wealth Management Group LLC
Location
Guaynabo, PR 00966-1915
Credentials
Series 66
Industry experience
33 years
Francisco Rivera Fernandez is a Series 66 licensed financial advisor with Pariter Wealth Management Group LLC, based in Guaynabo, Puerto Rico. He has 33 years of industry experience and has been with Pariter since 2009. Outside of his advisory role, he serves as president of companies involved in soda concentrate manufacturing and advertising services and is engaged in pharmaceutical business development and private equity advisory. Pariter Wealth Management Group LLC provides investment advisory, financial planning, tax planning, estate planning, and retirement planning services to individuals, corporations, trusts, and institutional clients. The firm manages approximately $16.3 million in assets, constructing individualized portfolios across a broad investment universe and utilizing institutional research and Charles Schwab’s custody and trade execution services.
Based on Pariter Wealth Management Group LLC
Based on Pariter Wealth Management Group LLC
Maximum 2.0% of total account value annually, calculated quarterly based on average daily balance of prior quarter
243 Carretera #2
Guaynabo, PR 00966-1915
Puerto Rico
Pariter Securities
2009 - Present (17 years)
Pariter Wealth Management Group
2009 - Present (17 years)
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