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 Perez hanley is a financial professional with over 18 years of experience in the financial services industry. Juan Pablo is currently a Registered Representative with Popular Securities, LLC, working from the SAN JUAN, PR branch. Juan Pablo previously worked for UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO, UBS FINANCIAL SERVICES INC., SANTANDER SECURITIES, and GARBAN LLC. Juan Pablo holds a Series 63, Series 7, Series 3, and SIE licenses and is registered in Puerto Rico. Juan Pablo is able to help clients with financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
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2
PR
09/08/2015 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
02/04/2009 - 04/17/2014
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NJ
02/04/2009 - 04/14/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
11/05/2002 - 06/11/2007
SANTANDER SECURITIES (BOSTON MA)
NY
03/27/2001 - 09/10/2001
GARBAN LLC (NEW YORK NY)
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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