Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Campos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Juan has been in the financial services industry since June 2008. Juan has a strong background in investments, with experience in both individual and institutional portfolio management. Juan is a Series 7, Series 6, and Series 63 licensed representative. Juan also holds the Series 65 license, allowing Juan to provide investment advisory services to clients. Juan is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
08/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIVERSIDE CA)
CA
01/03/2011 - 07/26/2024
WELLS FARGO CLEARING SERVICES, LLC (HEMET CA)
CA
04/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RIVERSIDE CA)
CA
05/28/2008 - 05/10/2010
WELLS FARGO ADVISORS, LLC (MORENO VALLEY CA)
IA
Issued 05/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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