Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Sebastian Alvarez is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Juan has been in the financial services industry since December 2019. Juan is licensed in Tennessee and Texas. Juan's professional background includes positions at Bank of America, SLS HOTEL, YVE HOTEL, Tennessee Titans, Florida International University, and Betty Knows Best. Juan has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Juan specializes in Portfolio Management for Individuals and Businesses, Pension Consulting and Educational Seminars. Juan is a dedicated financial advisor, committed to providing clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TN
11/11/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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