Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Forcado is a financial advisor at LPL Financial LLC. Juan is based in Santa Maria, California and has been in the financial industry since March 1, 2022. Juan is registered as a Registered Representative (RR) with Financial Industry Regulatory Authority (FINRA) and has been licensed in California and Texas. Juan has taken Series 66, Series 24, Series 7TO and SIE exams. Juan also serves as a Notary Public. Juan and LPL Financial LLC offer a variety of services including financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.
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.
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.
Consulting and other non-discretionary advisory services
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
05/08/2023 - Present
LPL Financial LLC (SANTA MARIA CA)
BOTH
Issued 05/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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