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 Matallana is a financial advisor with over 2 years of experience in the financial services industry. Juan Felipe is a registered representative with Arete Wealth Advisors, LLC, and has held previous roles at NATIONAL SECURITIES CORPORATION and B. RILEY WEALTH MANAGEMENT. Juan Felipe holds Series 66, Series 7TO and SIE licenses and is registered in 16 states. Juan Felipe is also a Board Member and COO for a 501(c)(3) non-profit semi-professional soccer team.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
NJ
11/14/2024 - Present
Arete Wealth Advisors, LLC (Jersey City NJ)
NJ
07/28/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 08/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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