Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Maria Murga is a financial advisor with over 20 years of experience in the financial services industry. Juan has worked with Raymond James Financial Services Advisors, Inc. since June 2021. Prior to that, Juan was employed with WELLS FARGO CLEARING SERVICES, LLC for over 16 years. Juan has extensive experience in providing financial advice to individuals and businesses, specializing in portfolio management, financial planning, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Miami FL)
FL
03/21/2005 - 06/24/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
04/29/2003 - 11/17/2004
DRESDNER LATEINAMERIKA FINANCIAL ADVISORS LLC (MIAMI FL)
NY
07/21/1999 - 04/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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