Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Loureiro is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Juan has been in the financial services industry since 2000. Juan holds multiple licenses including Series 7, 63, 65, 24, 4, and SIE. Juan has experience in both securities and investment advisory services, and is also a Board Member of Junior Achievement. Juan can help with financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
FL
02/20/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PALM BEACH GARDENS FL)
NY
10/20/2004 - 02/11/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCARSDALE NY)
NY
10/14/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/12/2004 - 09/30/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
02/17/2004 - 05/12/2004
KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)
NY
04/23/2003 - 03/01/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/28/2000 - 10/10/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
09/02/1998 - 09/24/1998
GABELLI & COMPANY, INC. (RYE NY)
IA
Issued 08/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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