Unclaimed
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.
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.
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.
1
2
TX
12/16/2021 - Present
PNC Capital Markets LLC (Houston TX)
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
Active
Inactive
F
FINRA
Not sure Juan Luna ortiz is the right advisor for you? Invested Better is here to help.