Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan bosco? Claim Your ProfileJuan Bosco d Concepcion is a financial advisor with over 24 years of experience in the industry. Juan is currently registered with Fidelity Personal And Workplace Advisors in Mountain View, CA, and holds a Series 6, 7, 26, 63, and 65 licenses. Prior to joining Fidelity, Juan was employed by Ameritas Investment Company, LLC, Franklin Templeton Financial Services Corp., and Franklin/Templeton Distributors, Inc. Juan specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations.
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.
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.
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
CA
01/19/2022 - Present
Fidelity Personal AND Workplace Advisors (MOUNTAIN VIEW CA)
CA
01/05/2021 - 11/08/2021
AMERITAS INVESTMENT COMPANY, LLC (GILROY CA)
CA
08/27/2019 - 10/15/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
05/14/1998 - 10/13/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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