Edward R. Barros
Professional summary
Edward Robert Barros, who also goes by Edward Robert Barros Jr, Edward Robert Barros Franqui, is a registered financial advisor currently at FINANXIAL INVESTMENT ADVISORS, CORP located in San Juan, .
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Edward has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Robert Barros's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2023 - Present
FINANXIAL INVESTMENT ADVISORS, CORP
Office #1: 121 De Diego Avenue Urb. San Francisco, San Juan, PR 00927April 4, 2022 - October 27, 2022
UNIVERSAL FINANCIAL SERVICES INC.
November 2, 2021 - October 27, 2022
UNIVERSAL FINANCIAL SERVICES INC.
November 10, 2005 - August 29, 2021
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
November 10, 2005 - October 29, 2021
UBS FINANCIAL SERVICES INC.
May 11, 1999 - March 24, 2000
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
May 11, 1999 - March 24, 2000
UBS FINANCIAL SERVICES INC.
November 19, 1996 - September 9, 1997
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2023)
Exams
Current Firm
FINANXIAL INVESTMENT ADVISORS, CORP
CRD#: 300350 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 65,050,000 |
Red Flags
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