Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Rodriguez-lopez is a registered representative with J.p. Morgan Securities LLC, with over 2 years in the financial services industry. Juan is registered with the state securities regulators of Connecticut, New Jersey and New York. Juan holds a Series 63, Series 6TO and SIE license, and is licensed to offer investment advisory services. Juan's professional experience has provided him with a strong foundation in investment strategies and financial planning. Juan specializes in a wide range of investment services including portfolio management, financial planning and retirement planning. Juan's primary business is focused on individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
01/06/2023 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 03/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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