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 Letters is a financial advisor with over 3 years of experience in the industry. Juan is currently registered with HSBC Securities (USA) Inc. and is active in both Broker-Dealer and Investment Advisor roles. Juan specializes in providing asset allocation recommendations and selecting other advisors to manage assets based on client approval. Juan has worked with various clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Juan has been registered in 53 states and holds several industry certifications. Previously, Juan was registered with Credicorp Capital LLC and Tradestation Securities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/29/2024 - Present
Hsbc Securities (usa) Inc. (Miami FL)
FL
06/23/2022 - 07/09/2024
CREDICORP CAPITAL LLC (MIAMI FL)
FL
05/10/2021 - 06/23/2022
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
12/03/2020 - 05/04/2021
EQUITABLE ADVISORS, LLC (BOCA RATON FL)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2021
Series 3 - National Commodity Futures Examination
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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