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 Medina-luna is a financial advisor currently registered with United Planners' Financial Services Of America A Limited Partner. Juan has been in the financial services industry since May 12, 2019. Juan is registered with the state of California as both a broker-dealer and investment advisor representative. Juan has worked with Wells Fargo Clearing Services, LLC, and Centaurus Financial, Inc., in the past. Juan has a variety of designations and has passed several industry exams. Juan has a focus on insurance products and has worked in the financial services industry for several years. Juan is a leader in the community.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/19/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
02/23/2022 - 08/05/2024
CENTAURUS FINANCIAL, INC. (DOWNEY CA)
CA
08/16/2021 - 02/15/2022
WELLS FARGO CLEARING SERVICES, LLC (RIVERSIDE CA)
CA
05/31/2018 - 09/22/2020
WELLS FARGO CLEARING SERVICES, LLC (RIVERSIDE CA)
BOTH
Issued 08/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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