Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan A. Martinez is a financial advisor with Calton & Associates, Inc. Juan has been working in the financial services industry since 2015 and holds the Series 6 and SIE securities licenses. Juan is registered with the state of Florida and Puerto Rico. Juan specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Juan has experience working with individual investors, high-net-worth individuals, and pension and profit-sharing plans. Juan is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
06/20/2023 - Present
Calton & Associates, Inc. (TAMPA FL)
PR
09/08/2015 - 06/23/2023
EQUITABLE ADVISORS, LLC (SAN JUAN PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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