CONSULTIVA Securities, Inc. (CSI) acts as agent on each client’s behalf and provides custody and execution services through our clearing firm, First Clearing LLC, which is a registered broker-dealer and non bank affiliate of Wells Fargo & Company, one of the largest bank holding companies in America.
At CSI we offer an array of institutional and retail services, such as the purchase and sale of equity and fixed income securities, Puerto Rico tax-exempt products, short-term alternatives and certain risk management strategies.
We also offer clients investment products to fit individual needs as well as Portfolio Analysis, Investment Planning, Private Credit Lines and Traditional Brokerage Services.
At CSI our clients are provided online access to current securities quotes, current market values, financial news and up-to-the-minute information on their investments.
In addition, our firm provides our clients trade confirmations, custody of assets, monthly and/or quarterly statements and annual tax-reporting summaries.
Additional Services:
ATM debit card
VISA Check Card
Check-Writing Services
Electronic Confirmation
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