Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Felipe Giraldo is an investment advisor representative with Bancolombia Capital Advisers LLC. Juan Felipe Giraldo has been in the industry since 2012. He is registered with the state of Florida as an investment advisor representative. Juan Felipe Giraldo is also a general securities principal with the Series 24 license. Juan Felipe Giraldo's specializations include portfolio management for individuals and businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/12/2022 - Present
Bancolombia Capital Advisers LLC (MIAMI FL)
BOTH
Issued 07/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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