Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Blanco rosas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in San Diego, California. Juan has been in the securities industry since January 7, 2012. Juan is registered with FINRA and has passed the Series 7, Series 63, Series 66 and SIE exams. Juan has been a financial advisor at Merrill Lynch since July 2023. Before joining Merrill Lynch, Juan worked for BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. in California. Juan specializes in providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations, state and municipal government entities and high net worth individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
05/16/2013 - 10/08/2021
BBVA SECURITIES INC. (San Diego CA)
CA
04/12/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LA JOLLA CA)
BOTH
Issued 09/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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