Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan carlos? Claim Your ProfileJuan Carlos Altamirano Millas is an investment professional with experience in both the brokerage and advisory worlds. Juan Carlos has been active in the industry since February 2016 and holds licenses in both Florida and Texas for both brokerage and advisory. Juan Carlos has worked with several firms including GWM GROUP, INC., Morgan Stanley and Morgan Stanley Private Bank, N.A. Juan Carlos currently works for Morgan Stanley and offers a variety of financial planning, asset allocation and portfolio management services for individuals, businesses and investment companies.
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
08/28/2017 - Present
Morgan Stanley (Miami FL)
CT
01/26/2016 - 08/26/2016
GWM GROUP, INC. (Stamford CT)
IA
Issued 11/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
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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