Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Landivar is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Juan holds a Series 7 and Series 66 license and is a registered investment advisor. Juan has been in the securities industry since 2014, having worked at JPMorgan Chase Bank, N.A., Morgan Stanley Smith Barney LLC, and Premia Global Advisors, LLC. Juan has a background in financial planning, portfolio management, and pension consulting and specializes in providing a variety of advisory services. Juan is committed to providing clients with personalized advice and services to meet their financial goals.
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
FL
11/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
07/02/2020 - 10/24/2023
MORGAN STANLEY (Miami FL)
FL
01/24/2019 - 07/07/2020
J.P. MORGAN SECURITIES LLC (Miami FL)
FL
01/21/2016 - 01/07/2019
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
08/26/2014 - 01/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 11/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
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
Not sure Juan Landivar is the right advisor for you? Invested Better is here to help.
