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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan patricio? Claim Your ProfileJuan Patricio Conway is a financial advisor currently registered with Morgan Stanley. Juan Patricio has been in the financial services industry since February 11, 2003. Juan Patricio holds the Series 66, SIE and Series 7 licenses and is currently registered in 18 states. Juan Patricio was previously registered with Citigroup Global Markets Inc. and CitiCorp Investment Services. Juan Patricio is also a director of "la donna delle cornici", a framing gallery, and "TBD", an art and culture organization.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Miami FL)
FL
05/29/2007 - 05/19/2017
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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