Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Omar Valera is a financial advisor with Vanguard Marketing Corp.. Juan has been in the industry for over 2 years. Juan is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Juan's credentials include the Series 7TO, Series 63, 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.
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.
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AZ
11/01/2022 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
BC
Issued 12/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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