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 Londono is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Juan Carlos has over 15 years of experience in the financial industry. Juan Carlos has held various roles at other firms, including Credicorp Capital Securities, Inc., Ultralat Capital Markets, Inc., Souza Barros Securities, Inc, Intercam Securities, Inc., and Citigroup Investment Services. Juan Carlos specializes in providing portfolio management for individuals and businesses, pension consulting, and educational seminars. Juan Carlos is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 65, and Series 4 licenses. Juan Carlos is also registered as an investment advisor representative in Florida and Texas.
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
04/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
08/21/2013 - 11/30/2016
CREDICORP CAPITAL SECURITIES, INC. (CORAL GABLES FL)
FL
02/18/2011 - 08/16/2013
ULTRALAT CAPITAL MARKETS, INC. (MIAMI FL)
FL
04/20/2010 - 01/21/2011
SOUZA BARROS SECURITIES, INC (MIAMI FL)
FL
08/04/2009 - 04/20/2010
INTERCAM SECURITIES, INC. (MIAMI FL)
FL
07/01/2005 - 01/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
NY
05/28/2002 - 07/06/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
FL
02/13/2002 - 05/22/2002
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
09/13/2001 - 03/12/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 09/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
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
Not sure Juan Londono is the right advisor for you? Invested Better is here to help.
