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 Herrera is a financial advisor with over 9 years of experience in the industry. He is currently registered with Cuso Financial Services, LP and has previously held positions at Ameriprise Financial Services, LLC, Comerica Securities, Citigroup Global Markets Inc., and Wells Fargo Advisors, LLC. Juan holds multiple securities licenses including Series 6, 7, 63, and 66. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
1
2
CA
12/26/2023 - Present
Cuso Financial Services, LP (Anaheim CA)
CA
11/03/2023 - 12/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Costa Mesa CA)
CA
09/30/2021 - 11/03/2023
COMERICA SECURITIES (COSTA MESA CA)
CA
11/07/2016 - 09/28/2021
CITIGROUP GLOBAL MARKETS INC. (ANAHEIM CA)
CA
10/03/2014 - 11/10/2016
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
BOTH
Issued 07/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Juan Herrera is the right advisor for you? Invested Better is here to help.
