Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Rascon is a financial professional with over 10 years of experience in the industry. Juan has a strong background in securities and investments, having worked for several prominent firms including BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Juan is currently a Registered Representative with Cetera Investment Advisers LLC. Juan provides a range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment advisory services. Juan is committed to providing clients with personalized and comprehensive financial advice.
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.
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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2
TX
03/08/2019 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
05/16/2013 - 03/11/2019
BBVA SECURITIES INC. (HOUSTON TX)
TX
01/11/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)
TX
10/01/2012 - 01/04/2013
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
03/30/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
03/03/2009 - 03/16/2011
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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