Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Pablo Acevedo is a financial advisor with Fidelity Personal AND Workplace Advisors. Juan Pablo is a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. Juan Pablo holds FINRA Series 7, 9, 10, 63, and SIE licenses and is registered to provide investment advisory services in multiple states. Juan Pablo's specializations include retirement planning, college savings, investment management, and estate planning.
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.
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.
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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FL
02/28/2022 - Present
Fidelity Personal AND Workplace Advisors (CORAL GABLES FL)
FL
03/30/2018 - 09/23/2021
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 04/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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