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 Perez mayo is an investment advisor representative with Atlas Private Wealth Advisors, located in Matawan, NJ. Juan Antonio Perez mayo has been in the industry since August 27, 2002. Juan Antonio Perez mayo has a total of 34 state securities licenses. Juan Antonio Perez mayo is also licensed to provide investment advisory services in New Jersey and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
10/21/2019 - Present
Atlas Private Wealth Advisors (MATAWAN NJ)
NJ
08/28/2002 - 12/18/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
MN
08/28/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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