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 Lopez quinones is a financial advisor with Bulltick Wealth Management, LLC. Juan Jose Lopez quinones is registered as a securities representative (Series 7TO) in Florida. Juan Jose Lopez quinones is a Chartered Financial Analyst. Juan Jose Lopez quinones has been in the industry since 2013.
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.
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
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/08/2021 - Present
Bulltick Wealth Management, LLC (MIAMI FL)
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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