Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Guadalupe Cerda is an investment advisor representative at USAA Investment Services Co. Juan has been in the financial industry since 2015. Juan is licensed to provide investment advice in 53 states and the District of Columbia. Juan is a registered representative and has a Series 7, Series 6 and Series 66 license. Juan has been affiliated with USAA Investment Services Co. since 2021 and prior to that, Juan was associated with USAA FINANCIAL ADVISORS, INC. and BBVA SECURITIES INC.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
TX
05/25/2021 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
11/26/2014 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/05/2013 - 11/01/2013
BBVA SECURITIES INC. (SAN ANTONIO TX)
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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