Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan pablo? Claim Your ProfileJuan pablo Contreras is a financial advisor with Fidelity Personal And Workplace Advisors. Juan pablo has over 8 years of experience in the financial services industry. Juan pablo holds Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Juan pablo specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Juan pablo has been registered with Fidelity Personal And Workplace Advisors since July 2018. Prior to that, Juan pablo was registered with NYLIFE Securities LLC from September 2015 to July 2017. Juan pablo is licensed in 24 states and the District of Columbia.
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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CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
09/05/2015 - 07/14/2017
NYLIFE SECURITIES LLC (SAN DIEGO CA)
IA
Issued 12/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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