Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Ortiz moreno is a financial professional with over 3 years of experience in the financial services industry. Juan is currently registered with Fidelity Brokerage Services LLC. Juan previously worked at J.P. Morgan Securities LLC where Juan was registered with both the FINRA and the SEC. Juan holds the Series 7, Series 63, and SIE licenses.
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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TX
12/19/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
NY
05/21/2019 - 09/24/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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