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 Romero is a financial advisor with State Farm VP Management Corp. located in Metairie, Louisiana. Juan Carlos holds a Series 6 and Series 63 license and has been in the industry since February 22, 2011. Juan Carlos has experience with Chase Investment Services Corp. and Citigroup Global Markets 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.
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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2
LA
07/11/2014 - Present
State Farm VP Management Corp. (Metairie LA)
NY
05/16/2008 - 04/09/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
05/29/2007 - 05/22/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/22/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BC
Issued 12/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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