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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Francisco Trevino is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Juan Francisco Trevino has been in the financial services industry since 1988, starting his career at Waddell & Reed, Inc. in Overland Park, Kansas, where he worked until 1998. Juan Francisco Trevino moved to McAllen, Texas, and worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining LPL Financial LLC in 2009. He is licensed to provide financial services in several states, including Texas, California, Illinois, North Dakota, and Oklahoma. Juan Francisco Trevino has a strong background in providing financial planning services to 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.
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.
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2
TX
05/29/2009 - Present
LPL Financial LLC (EDINBURG TX)
TX
05/06/1998 - 06/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCALLEN TX)
KS
05/17/1988 - 02/09/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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