Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Carlos Menchaca is a registered representative with Charles Schwab & Co., Inc. based in Westlake, TX. Juan has been in the financial services industry since 2003. Prior to joining Charles Schwab & Co., Inc., Juan worked at USAA Investment Management Company and Citigroup Global Markets Inc. Juan is licensed to provide financial advice and investment services in 51 states and the District of Columbia. Juan is also registered as an Investment Advisor Representative.
San Antonio, TX
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/26/2020 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
09/18/2014 - 05/24/2020
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
05/29/2007 - 08/07/2014
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
05/06/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
GA
01/09/2003 - 02/10/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 3/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/2005
Series 7 - General Securities Representative Examination
BC
Issued 1/8/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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