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 Novoa is a financial professional with over 15 years of experience in the financial services industry. Juan Pablo is currently registered with Planmember Securities Corp. as a Registered Representative and Investment Advisor Representative. Juan Pablo is also licensed to sell securities in several states, including Florida, California, Connecticut, Maine, Maryland, New York, North Carolina, and Oklahoma. Prior to joining Planmember Securities Corp., Juan Pablo worked as a Financial Advisor for Thrivent Investment Management Inc. for over 11 years.
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.
Provides investment supervisory 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
12/17/2018 - Present
Planmember Securities Corp. (OVIEDO FL)
FL
05/14/2007 - 11/26/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Boca Raton FL)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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