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Juan Jose Luna ortiz

PNC Capital Markets LLC

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About Juan Jose Luna ortiz

Juan Jose Luna Ortiz is a registered representative with PNC Capital Markets LLC. Juan Jose has passed the Series 7TO, Series 63, and SIE exams. Juan Jose has been in the securities industry since 2021. Juan Jose is registered in the state of Texas.

Firm Information

Juan Luna ortiz is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Juan Luna ortiz’s Registration & Firm History

TX

12/16/2021 - Present

PNC Capital Markets LLC (Houston TX)

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Licenses & Designations

BC

Issued 01/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Jose Luna ortiz.
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