Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan G. Piedrahita is a registered representative of Wells Fargo Clearing Services, LLC with over 18 years of experience in the financial industry. Juan is registered to provide investment advice and brokerage services in multiple states, including Arizona, California, Connecticut, Florida, Massachusetts, New Jersey, New York, Texas and Washington. Juan has previously been employed with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
Investment consulting services to institutional clients
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
FL
06/07/2024 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
10/01/2012 - 06/08/2024
J.P. MORGAN SECURITIES LLC (WESTON FL)
NY
06/07/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RIDGEWOOD NY)
BOTH
Issued 02/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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