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 Bastida is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Juan Carlos is a registered representative with the state of Florida and a resident agent in Texas. Juan Carlos has been in the financial services industry since 2011, and has a background in both banking and investment services. Juan Carlos has experience working with individuals, businesses, and institutions. Juan Carlos has a strong understanding of the investment markets and a commitment to providing personalized financial advice. Juan Carlos is committed to helping clients reach their financial goals.
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
FL
03/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
FL
06/22/2017 - 04/20/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
03/13/2013 - 04/19/2017
J.P. MORGAN SECURITIES LLC (FORT LAUDERDALE FL)
FL
10/23/2009 - 11/10/2011
CHASE INVESTMENT SERVICES CORP. (PLANTATION FL)
BOTH
Issued 08/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2009
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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