Unclaimed
Juan Ramon Huerta is a financial professional registered with Mutual of America Securities LLC. Juan has been in the financial services industry since August 3, 2008 and is currently registered in Texas and New Mexico. Juan holds a Series 6, Series 63, and SIE license. He is also a registered representative of Mutual of America Life Insurance Company. Juan has prior experience with Allstate Financial Services, LLC and State Farm VP Management Corp.
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.
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.
1
2
TX
09/08/2010 - Present
Mutual OF America Securities LLC (HOUSTON TX)
TX
09/08/2010 - 11/10/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (San Antonio TX)
TX
02/22/2010 - 09/03/2010
ALLSTATE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)
IL
01/07/2008 - 07/31/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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