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 Remacha is a financial advisor with Schwab Wealth Advisory, Inc. Juan has been in the financial industry since 2015 and is registered in 28 states. Juan specializes in portfolio management for individuals and businesses, as well as providing financial planning services. Juan has a Series 7, 9, and 66 licenses. Juan has a history of employment with Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
12/13/2016 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
BOTH
Issued 10/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Juan Remacha is the right advisor for you? Invested Better is here to help.
