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 Restrepo is a financial professional with over 20 years of experience in the industry. Juan Carlos currently works at HSBC Securities (USA) Inc. in Miami, Florida. Juan Carlos is registered with FINRA and the state of Florida. Juan Carlos is a Series 6, 7, 10, 26, 63, and 66 licensed professional. Juan Carlos holds a number of specializations including, but not limited to, investment advisory, portfolio management, and mutual funds. Prior to joining HSBC Securities (USA) Inc., Juan Carlos held positions at Citigroup Global Markets Inc. and Pruco Securities Corporation. Juan Carlos is also a partner in Tienda Origen LLC, an online cosmetics sales business.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
04/05/2022 - Present
Hsbc Securities (usa) Inc. (MIAMI FL)
FL
05/29/2007 - 08/14/2014
CITIGROUP GLOBAL MARKETS INC. (MIAMI BEACH FL)
FL
01/31/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (PLANTATION FL)
NJ
10/06/2002 - 01/23/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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