Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Eduardo Oechsle is an active Registered Representative and Investment Advisor Representative with LPL Financial LLC in Annapolis, MD. Juan Eduardo Oechsle has been working in the financial industry since 1997. Previously, Juan Eduardo Oechsle was registered with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Juan Eduardo Oechsle holds Series 7, Series 24, Series 63 and Series 65 licenses, as well as the SIE. Juan Eduardo Oechsle specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Juan Eduardo Oechsle also provides consulting and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
02/17/2009 - Present
LPL Financial LLC (ANNAPOLIS MD)
MD
02/21/2006 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
MD
01/24/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 02/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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