Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Angeles Bernal has been a financial advisor for over 20 years. Juan is a registered representative with Wells Fargo Clearing Services, LLC and holds Series 7, Series 31, Series 63 and Series 65 licenses, along with the SIE exam. Juan specializes in working with individuals, families, and businesses, providing financial planning and investment management services. Juan has a proven track record of success in helping clients 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.
Investment consulting services to institutional clients
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
03/20/2024 - Present
Wells Fargo Clearing Services, LLC (CORAL SPRINGS FL)
FL
03/09/2017 - 04/15/2024
CITIGROUP GLOBAL MARKETS INC. (Tamarac FL)
FL
05/22/2014 - 12/27/2016
SUNTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
04/01/2009 - 05/27/2014
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
03/04/2008 - 04/15/2009
LPL FINANCIAL CORPORATION (SOUTH MIAMI FL)
FL
10/17/2006 - 03/04/2008
IFMG SECURITIES, INC. (CORAL GABLES FL)
FL
10/31/2005 - 10/09/2006
STATETRUST INVESTMENTS INC. (MIAMI FL)
NY
07/09/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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