Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Leonardo Racancoj is a financial professional with experience in the industry since September 10, 2018. Carlos is currently registered with Transamerica Capital, Inc. and holds the Series 6, Series 63 and SIE licenses. Carlos has previously worked at J.P. Morgan Securities LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
IA
04/20/2022 - Present
Transamerica Capital, Inc. (CEDAR RAPIDS IA)
TX
08/04/2017 - 03/12/2021
J.P. MORGAN SECURITIES LLC (Katy TX)
BC
Issued 12/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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