Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Francisco Arias is a registered investment advisor representative with Creand Management. Juan has been in the industry since 2005 and has experience working with high-net-worth individuals and banking institutions. His work includes financial planning, general economic advice, and portfolio management for individuals and businesses. Juan is registered with the state of Florida and is also licensed to provide investment advice in the state.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General economic advice
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.
12b-1 fees
1
2
FL
03/04/2022 - Present
Creand Management (MIAMI FL)
FL
10/06/2021 - 02/15/2022
OCEAN FINANCIAL SERVICES, LLC (MIAMI FL)
FL
07/15/2019 - 01/29/2021
SAFRA SECURITIES LLC (AVENTURA FL)
FL
02/23/2017 - 04/11/2019
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
03/21/2008 - 11/30/2011
SANTANDER SECURITIES (MIAMI FL)
NJ
02/24/2005 - 03/29/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
11/19/2004 - 01/20/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
FL
05/21/2002 - 11/08/2004
SHAY FINANCIAL SERVICES, INC. (CORAL GABLES FL)
MI
09/11/2003 - 09/19/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 09/10/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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