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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Bosco Lujan valladolid is a financial advisor with over 15 years of experience in the industry. Juan has worked with Morgan Stanley since March 2016. Prior to that, Juan was an investment advisor representative for IPG Investment Advisors, LLC and Investment Placement Group, both based in San Diego. Juan is a registered representative in 16 states and an Investment Advisor Representative in 2 states. Juan has a Series 7, Series 63, and Series 65 license. Juan is also a board member of the E & Olive HOA and is a minority shareholder in EUROVALLAS S.A. DE C.V., a family business focused on advertising. Juan has a wide range of experience in providing financial advice to individuals, corporations, institutions, and investment companies. Juan's services include asset allocation advice, financial planning, portfolio management, and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/14/2016 - Present
Morgan Stanley (San Diego CA)
CA
08/19/2008 - 03/18/2016
INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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