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 Ramos is a financial advisor with over 24 years of experience in the financial services industry. Juan currently works at Citigroup Global Markets Inc. where has held this role since September 2018. Before joining Citigroup, Juan was an advisor at J.P. Morgan Securities LLC from October 2012 to September 2018. Juan holds both Series 63 and 65 licenses and has Series 7 and SIE licenses. Juan's specializations include providing asset allocation advice, financial planning, and pension consulting services to high-net-worth individuals, corporations, 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.
Asset allocation advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
10/01/2012 - 09/05/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/19/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
02/17/2000 - 02/23/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/21/1998 - 02/09/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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