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 Estarellas sabater is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in GUAYNABO, PR. Juan Carlos has over 20 years of experience in the financial services industry and has a strong track record of success. Juan Carlos is a registered representative with FINRA and holds the Series 7, Series 63, and Series 66 licenses. He is also a registered investment advisor in Florida and Texas. Juan Carlos specializes in providing investment advice and portfolio management services to individuals, families, and businesses. Juan Carlos is committed to helping his clients achieve their financial goals and believes in building long-term relationships with his clients.
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
PR
02/04/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUAYNABO PR)
PR
03/01/2002 - 11/20/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
PR
02/04/2000 - 01/24/2002
DORAL SECURITIES, INC. (PUERTO NUEVO PR)
BOTH
Issued 02/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities 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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