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Juan Pablo Viana ponte

Epic Capital Securities

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About Juan Pablo Viana ponte

Juan Pablo Viana ponte is a financial professional with a focus on securities. Juan Pablo has over 6 years of experience in the financial industry and is currently registered with Epic Capital Securities in BOCA RATON, FL. Juan Pablo holds the Series 7 and SIE licenses. Prior to his current role, Juan Pablo worked for CITI INTERNATIONAL FINANCIAL SERVICES LLC in MONTEVIDEO.

Firm Information

Juan Viana ponte is currently registered with Epic Capital Securities. Epic Capital Securities is a Corporation registered with the SEC and in 18 states. The firm was formed on November 29, 2012. They have reported 1 regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Juan Viana ponte’s Registration & Firm History

FL

07/03/2019 - Present

Epic Capital Securities (BOCA RATON FL)

NA

06/15/2018 - 06/28/2019

CITI INTERNATIONAL FINANCIAL SERVICES LLC (MONTEVIDEO )

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Licenses & Designations

BC

Issued 11/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Pablo Viana ponte.
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