Advisor at Socio-Economico
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Location
San Juan, PR
Credentials
Series 65
Industry experience
6 years
Carlos Vega Plaza is a financial advisor with Socio-Económico, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Consultiva Wealth Management Corp, Mutual of Omaha, Equitable Advisors, and AXA Advisors. Socio-Económico primarily serves organizational and pooled/institutional clients, offering investment management, retirement-plan design, and entity-focused advisory services. The firm combines pension consulting and executive training with a variety of billing methods, including subscriber-based materials, workshops, and hourly fees.
Based on Socio-Economico
Based on Socio-Economico
Fees billed through contracts, consultations, and special projects based on client needs; specific amounts not stated
Fees billed through contracts, consultations, and special projects based on client needs; specific hourly rates not stated
San Juan, PR
Puerto Rico
Self-Employee
2024 - Present (2 years)
Consultiva Wealth Management Corp
2023 - 2024 (1 year)
Mutua of Omaha Investor Service
2021 - 2023 (2 years)
Mutual of Omaha Insurance Company
2021 - 2023 (2 years)
N/a
2021 - 2021 (1 year)
Equitable Advisors
2018 - 2021 (3 years)
Axa Advisors, Llc
2018 - 2020 (2 years)
Eagleye Inc.
2018 - 2020 (2 years)
Carlos Vega Plaza
2018 - 2018 (1 year)
MVM INC
2016 - 2018 (2 years)
Ranger American
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
San Juan, PR
Concert Investment Advisory LLC
Antonio Ramirez is a financial advisor at Concert Investment Advisory LLC in San Juan, Puerto Rico, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Institute for Wealth Consultants, Inc., The Benchmark Company, LLC, and Rp Capital LLC, among others. Concert Investment Advisory LLC provides discretionary portfolio management and institutional consulting to individuals, including high-net-worth clients, and institutional clients. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and incorporates private funds, alternative investments, and active trading within client-specific Investment Policy Statements.
Series 65
San Juan, PR
Generational Private Wealth
Ryon Beyer is a financial advisor at Generational Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Hemington Wealth Management, LLC for ten years before joining Las Marias Consulting LLC. Generational Private Wealth serves high-net-worth individuals, trusts, employer-sponsored retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm focuses on strategic asset allocation, diversification, and fundamental analysis, managing accounts primarily through mutual funds and ETFs with ongoing supervision and rebalancing.
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