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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Sebastian Osorio is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Juan has been in the financial services industry for over 2 years. Juan holds a Series 66, Series 7 and SIE license. Juan is registered with the state of Florida and Texas. Juan has experience with individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Juan specializes in providing investment advice and portfolio management services. Juan has experience with financial planning, educational seminars, research reports and services, performance measurement reports, allocation modeling, IPS, and selection of other advisers.
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
FL
06/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
MO
01/23/2024 - 04/22/2024
EDWARD JONES (ST. LOUIS MO)
FL
02/15/2023 - 11/21/2023
MORGAN STANLEY (Temple Terrace FL)
FL
07/14/2022 - 01/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2022
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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