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 Ortega is a financial advisor with Truist Advisory Services, Inc. based in KEY BISCAYNE, FL. Juan Manuel has been in the industry since 1993 and has a broad range of experience. Juan Manuel is registered to provide investment advisory services in Florida and Texas. Juan Manuel holds Series 7, 26, and 63 licenses. Juan Manuel specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
01/24/2023 - Present
Truist Advisory Services, Inc. (KEY BISCAYNE FL)
IL
05/31/2001 - 07/07/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
09/02/1997 - 07/07/2005
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NY
08/10/1994 - 09/15/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 08/26/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/18/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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