Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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