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 Venegas is an investment advisor representative registered with Andbanc Advisory LLC. Juan has been in the industry since 2009 and holds both Series 7 and Series 65 licenses. Juan is active in Florida and provides portfolio management services for individuals, businesses, and pooled investment vehicles. Juan's expertise includes specializations in asset allocation, retirement planning, and investment management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/12/2013 - Present
Andbanc Advisory LLC (MIAMI FL)
NY
02/10/2009 - 04/30/2009
UBS INTERNATIONAL INC. (NEW YORK NY)
IA
Issued 03/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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