Unclaimed
Juan Pablo Bejarano is a financial advisor at LPL Financial LLC. Juan Pablo is registered with the state of Florida, New York, and Texas as a broker and an investment advisor. Juan Pablo has been in the financial services industry since 2013 and has a Series 7, Series 66 and SIE licenses. Juan Pablo's office is located at 1200 Brickell Ave Suite 500, Miami, FL 33131. LPL Financial LLC provides a variety of financial services, including financial planning, portfolio management, and consulting. They manage over $50 billion in assets for more than 168,000 clients.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/17/2020 - Present
LPL Financial LLC (MIAMI FL)
BOTH
Issued 08/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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