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Juan Maldonado

Ameritas Investment Company, LLC

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About Juan Maldonado

Juan Maldonado is a financial professional with over 30 years of experience in the financial services industry. Juan is currently registered with Ameritas Investment Company, LLC. Juan's areas of expertise include investment company products and variable contracts.

Firm Information

Juan Maldonado is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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 Maldonado’s Registration & Firm History

CA

06/30/2006 - Present

Ameritas Investment Company, LLC (SANTA ANA CA)

CA

05/22/1987 - 06/30/2006

CARILLON INVESTMENTS, INC. (SANTA ANA CA)

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Licenses & Designations

BC

Issued 02/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Juan Maldonado. Review regulatory record here.
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