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 Ros is a financial advisor with over 12 years of experience in the industry. Juan Carlos is registered with Forum Financial Management, LP in Arizona, California, and Texas and has earned the Certified Financial Planner designation. Juan Carlos works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Juan Carlos's areas of expertise include financial planning, portfolio management, and pension consulting. Juan Carlos is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/18/2021 - Present
Forum Financial Management, LP (THOUSAND OAKS CA)
Active
Inactive
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