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 Madrid is a registered investment advisor with Harris Williams. Juan Carlos is currently licensed in California and Virginia. He holds the Series 63, Series 79TO and SIE licenses. Juan Carlos Madrid joined Harris Williams on July 25, 2024.
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.
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.
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CA
07/25/2024 - Present
Harris Williams (SAN FRANCISCO CA)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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