Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Antonio Braschi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Guaynabo, PR. Juan has been in the industry since 1987. Juan is registered to provide investment advice in 24 states and is also a registered representative in Florida and Texas. Juan has specialized experience in portfolio management, working with individual and corporate clients, pension consulting, and educational seminars. Juan has worked previously with UBS Financial Services Inc. and UBS Financial Services Incorporated of Puerto Rico. Juan is also a co-owner of a rental property in Dorado, PR.
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
PR
04/18/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUAYNABO PR)
PR
02/07/1991 - 08/24/2006
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
PR
11/25/1987 - 08/24/2006
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
IA
Issued 10/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative 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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