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 Morales is a registered representative with Moelis & Co. LLC in San Francisco, CA. Juan has been in the securities industry since September 14, 2018, and has a Series 7TO, SIE, and Series 79 license.
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.
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.
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2
CA
03/08/2023 - Present
Moelis & Co. LLC (SAN FRANCISCO CA)
CA
04/15/2020 - 04/04/2023
MORGAN STANLEY & CO. LLC (San Francisco CA)
TX
08/27/2018 - 03/26/2020
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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