Unclaimed
Juan Carlos Albors melia is a financial professional registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since April 1997. Juan Carlos is currently employed with Equitable Advisors, LLC, and is located in SAN JUAN, PR. Juan Carlos has a Series 6 license, and is registered to sell securities in Florida and Puerto Rico. Juan Carlos specializes in financial planning, pension consulting, and educational seminars. Juan Carlos is also an Investment Advisor Representative.
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.
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.
1
2
PR
04/09/1997 - Present
Equitable Advisors, LLC (SAN JUAN PR)
NY
04/09/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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