Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Manuel Juarez is a financial professional with over 17 years of experience in the industry. John is currently registered with Charles Schwab & CO., Inc. and is licensed in Texas. Previously, John was affiliated with TD AMERITRADE, INC.. John holds the Series 7 and Series 63 licenses and the SIE exam. John is committed to providing personalized financial guidance to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/16/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/29/2006 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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