Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Andres Sanchez is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Juan has been in the securities industry for over a year and is registered in both Florida and Texas. Juan holds the Series 7TO, SIE and Series 66 licenses and specializes in providing financial advice to individuals, corporations, and institutional clients. Juan has experience in various industries and a background in financial services, healthcare staffing, and customer service. Juan's professional experience and commitment to providing personalized financial solutions, make Juan an ideal advisor for clients seeking comprehensive financial guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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