Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Miguel Tapia is a registered representative with Park Avenue Securities LLC in Irvine, CA. Juan has been in the financial services industry since April 2019. Juan is a licensed agent in California. Juan offers investment advice and financial planning services to individuals, businesses, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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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CA
06/08/2022 - Present
Park Avenue Securities LLC (IRVINE CA)
CA
04/18/2019 - 06/08/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Long Beach CA)
BC
Issued 04/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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