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 Vanegas is a financial advisor who has been in the industry since 2015. Juan is currently registered with Truist Advisory Services, Inc. in Mesquite, Texas. Juan has a wide range of experience in the financial services industry, having previously worked with J.P. Morgan Securities LLC, LPL Financial LLC and Hilltop Securities Inc. Juan has a strong track record of success in providing investment advice and financial planning services to individuals, businesses and institutions. Juan holds the Series 6, 7TO, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
TX
10/19/2021 - Present
Truist Advisory Services, Inc. (MESQUITE TX)
TX
02/22/2021 - 09/30/2021
HILLTOP SECURITIES INC. (DALLAS TX)
TX
01/27/2020 - 02/26/2021
LPL FINANCIAL LLC (TERRELL TX)
TX
07/06/2015 - 02/05/2020
J.P. MORGAN SECURITIES LLC (FORNEY TX)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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