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 Limon is a financial advisor with over 15 years of experience in the industry. Juan Carlos holds Series 6, 63, and 65 securities licenses and the SIE exam. Juan Carlos has been with Cambridge Investment Research Advisors, Inc. since 2017 and previously worked for Ameritas Investment Corp. Juan Carlos serves clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Juan Carlos specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Juan Carlos's other business activities include being an independent insurance agent, an advisory representative of an RIA, and a musician.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
06/24/2020 - Present
Cambridge Investment Research Advisors, Inc. (Ft Myers FL)
GA
06/21/2017 - 10/12/2017
AMERITAS INVESTMENT CORP. (Suwanee GA)
GA
01/20/2009 - 06/21/2017
CCF INVESTMENTS, INC. (Suwanee GA)
GA
02/11/2008 - 01/16/2009
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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