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 professional with over 20 years of experience in the financial services industry. Juan is currently registered with Cetera Investment Advisers LLC, a firm with over 100,000 clients and over $100 billion in assets under management. Juan specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Juan has a wide range of experience, including previous roles at TIAA-CREF Individual & Institutional Services, LLC, MetLife Securities Inc., and U.S. Bancorp Piper Jaffray Inc.
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 9/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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