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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 Camilo Isaza is an investment advisor representative associated with Morgan Stanley. Juan has been working in the industry since April 12, 2009. Juan has been with Morgan Stanley since April 12, 2021. Before joining Morgan Stanley, Juan worked at Wells Fargo Clearing Services, LLC, JP Morgan Securities LLC, Chase Investment Services Corp., MetLife Securities Inc., and National Securities Corporation. Juan offers advisory services that include portfolio management for individuals and businesses. Juan also offers financial planning, pension consulting, and educational seminars.
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
FL
04/12/2021 - Present
Wealthpenn.comllc (Miami FL)
FL
12/07/2015 - 04/14/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
10/01/2012 - 12/08/2015
J.P. MORGAN SECURITIES LLC (MIAMI BEACH FL)
NJ
12/14/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MORRIS PLAINS NJ)
NY
04/17/2009 - 08/18/2009
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NY
10/30/2008 - 02/27/2009
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
BOTH
Issued 1/6/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/29/2008
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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