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 Molina is a financial advisor with Fidelity Personal And Workplace Advisors. Juan has been in the industry since 2003 and has experience with various investment products and services. Juan holds the Series 6, 7, 63, 66, SIE, and 6TO licenses and is registered to provide investment advice in 53 states. Juan provides financial planning, educational seminars, and portfolio management services to a range of clients including individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. Previously, Juan was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northwestern Mutual Investment Services, LLC, and SIMMERS CAPITAL MANAGEMENT CORPORATION.
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.
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.
1
2
NM
04/30/2020 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
NM
08/10/2015 - 05/08/2018
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
NM
07/17/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
10/01/2003 - 05/27/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)
NA
02/15/1994 - 05/02/1994
SIMMERS CAPITAL MANAGEMENT CORPORATION
BC
Issued 07/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Juan Molina is the right advisor for you? Invested Better is here to help.
