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 Preciado is a financial advisor with Equitable Advisors, LLC, who has been in the industry since April 14, 2017. Juan Manuel is registered with the state of Arkansas, Minnesota, and Wisconsin. Juan Manuel is also registered with FINRA and the state of Arkansas as an Investment Advisor Representative. Juan Manuel has passed the Series 7 and Series 66 exams and the Securities Industry Essentials Examination. Juan Manuel is based out of the Minneapolis office of Equitable Advisors, LLC. Juan Manuel specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Juan Manuel also provides financial planning services, portfolio management services, and pension consulting. In addition to Equitable Advisors, LLC, Juan Manuel is also an independent agent for Western & Southern.
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
MN
11/06/2024 - Present
Equitable Advisors, LLC (MINNEAPOLIS MN)
AR
03/27/2017 - 10/06/2023
ARVEST WEALTH MANAGEMENT (VAN BUREN AR)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Juan Preciado is the right advisor for you? Invested Better is here to help.
