Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Guerrero is a financial advisor with Cetera Investment Advisers LLC. Juan has been in the financial industry since 2001 and holds the Series 7 and Series 63 licenses as well as the SIE exam. Juan has experience with a variety of financial products and services, including financial planning, portfolio management, and pension consulting. Juan is also a Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MN
04/11/2022 - Present
Cetera Investment Advisers LLC (EDINA MN)
MN
05/05/2021 - 04/08/2022
HILLTOP SECURITIES INC. (St. Paul MN)
MN
04/08/2021 - 04/29/2021
ROYAL ALLIANCE ASSOCIATES, INC. (MINNEAPOLIS MN)
MN
08/21/2002 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BLOOMINGTON MN)
MA
08/14/2001 - 07/23/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/14/2001 - 07/23/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
04/11/2001 - 08/07/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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