Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Martin Campuzano is a financial advisor registered with Truist Advisory Services, Inc. Juan has been a registered advisor for over 10 years. Before joining Truist Advisory Services, Juan was a registered advisor with SunTrust Investment Services, Inc., Scottrade, Inc., MetLife Securities Inc., and Edward Jones. Juan specializes in providing financial planning, portfolio management for individuals and businesses, and investment advisory services. Juan is also a real estate investor, owning and operating their own real estate company. Juan has passed the Series 65, 66, 7, and SIE exams.
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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FL
09/01/2016 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
FL
06/26/2013 - 01/11/2017
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
03/31/2010 - 06/18/2013
SCOTTRADE, INC. (MIAMI FL)
AL
06/03/2009 - 03/18/2010
METLIFE SECURITIES INC. (MOBILE AL)
MO
10/06/2008 - 11/05/2008
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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