Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Carlos Cano is a financial advisor currently associated with Oppenheimer & Co. Inc. Juan Carlos has over 20 years of experience in the financial services industry and holds licenses to provide securities and investment advisory services. Juan Carlos specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Juan Carlos has worked for several firms including GMP Securities, LLC and Seaport Global Securities LLC.
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.
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.
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.
1
2
NY
07/08/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
FL
09/15/2016 - 06/24/2024
SEAPORT GLOBAL SECURITIES LLC (WEST PALM BEACH FL)
FL
07/19/2006 - 09/14/2016
GMP SECURITIES, LLC (AVENTURA FL)
TX
04/02/1996 - 08/07/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
12/22/1995 - 02/05/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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