Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Manuel Buendia is a financial professional with over 17 years of experience in the financial services industry. Juan Manuel is currently registered as an Investment Advisor Representative with Asset Strategy Consultants LLC in HUNT VALLEY, MD. Prior to that, Juan Manuel was employed by Legg Mason Investor Services, LLC, BLACKROCK INVESTMENTS, INC., and UBS GLOBAL ASSET MANAGEMENT (US) INC. Juan Manuel holds FINRA Series 3, 7, and 66 licenses as well as the SIE exam. Juan Manuel specializes in providing financial advice to high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Juan Manuel’s experience and expertise make him a valuable resource for individuals and institutions seeking comprehensive financial guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
One-time projects, with negotiated fee
1
2
MD
07/01/2021 - Present
Asset Strategy Consultants LLC (HUNT VALLEY MD)
CT
06/29/2015 - 12/31/2017
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
06/22/2004 - 12/05/2008
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
12/21/2001 - 11/13/2003
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
BOTH
Issued 07/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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