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 Wilson is a registered representative with Citigroup Global Markets Inc. Juan has been in the industry for over 6 years. Juan is also registered in California and is licensed to offer investment advisory services. Juan has a Series 66 license, which enables him to offer investment advice and provide financial planning services to individuals and businesses. Juan has a strong background in finance and has worked for several reputable firms, including Aflac and Citi Private Bank. Juan is committed to providing his clients with personalized financial advice and guidance, helping them achieve their financial goals.
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.
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.
Asset allocation advice
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
10/29/2024 - Present
Citigroup Global Markets Inc. (BEVERLY HILLS CA)
Active
Inactive
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