Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Jose Delgadillo is a financial advisor who has been in the industry since March 20, 2013. Juan Jose Delgadillo is currently registered with Schwab Wealth Advisory, Inc. in Orlando, FL and has been with the firm since January 2024. Juan Jose Delgadillo was previously registered with SunTrust Investment Services, Inc. in ORLANDO, FL from May 2012 to April 2013. Juan Jose Delgadillo holds the Series 7, Series 66, and SIE licenses. Juan Jose Delgadillo is registered to provide investment advice in 54 states and is an active member of the FINRA and the SEC.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
05/28/2024 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
05/17/2012 - 04/11/2013
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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