Adviser and broker representative · Oriental Financial Services LLC
Clara I. Fernandez Colorado
CRD 2304819 · San Juan, PR
At a glance
Clara I. Fernandez Colorado is an investment adviser representative with Oriental Financial Services LLC in San Juan, PR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clara’s SEC record dates to 2021, about 5 years ago. Clara is also registered as a broker representative.
Current advisory firm
- Oriental Financial Services LLCSince April 2021San Juan, PR · $420M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Clara’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Alexis J. Crespo PerezSan Juan
- Vicente A. GarciaSan Juan
- Manuel J. Garrido PortelaSan Juan
- Joel A. Jarrin PachecoSan Juan
- Rafael E. Kodesh AlegriaSan Juan
- Joel Martinez NavarroSan Juan
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