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 Vasquez is a financial advisor with over 20 years of experience in the financial services industry. Juan Manuel Vasquez has held positions at several firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Transamerica Investors Securities Corporation, and Chase Investment Services Corp. Juan Manuel Vasquez is currently a registered representative with U.S. Bancorp Investments, Inc. and is licensed in Colorado, Minnesota and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
09/06/2024 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
CO
01/29/2020 - 04/04/2023
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
TX
10/18/2007 - 09/13/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
IL
11/02/1999 - 11/04/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
04/05/1999 - 10/21/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
09/04/1997 - 08/06/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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