Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Maurilio Coronado is a financial professional with over 9 years of experience in the industry. Juan is currently registered with PFS Investments Inc. in Houston, TX. Juan is a licensed agent and has passed the Series 63, SIE and Series 6 exams. In the past, Juan has worked with BBVA Securities Inc. and J.P. Morgan Securities LLC. Juan has a broad range of experience with both individual and corporate clients, including high net worth individuals and corporations. Juan's primary focus is on portfolio management.
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.
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.
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2
TX
02/28/2017 - Present
PFS Investments Inc. (HOUSTON TX)
TX
06/02/2016 - 01/18/2017
BBVA SECURITIES INC. (THE WOODLANDS TX)
TX
03/03/2014 - 04/28/2016
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BC
Issued 05/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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