Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Moreira is an active registered investment advisor with J.p. Morgan Securities LLC in Jersey City, New Jersey. Juan has been in the securities industry since 2017. Juan holds Series 6, 7TO, 63 and 66 licenses and has a wealth of experience in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Previously Juan worked at NYLIFE SECURITIES LLC and FIRST INVESTORS CORPORATION. Juan has a significant number of clients and is authorized to conduct business in most US states.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/13/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
12/08/2017 - 02/25/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/05/2016 - 04/05/2017
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
08/03/2015 - 08/19/2015
FIRST INVESTORS CORPORATION (NEW YORK NY)
BOTH
Issued 06/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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