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 Uran munoz is a financial advisor based in Cincinnati, OH. Juan has been working in the financial services industry since 2020. Juan is registered with Touchstone Advisors Inc. and holds Series 63, 66, and 7 licenses. Juan has experience providing financial advice to individuals and businesses. Juan is also a registered investment advisor representative. Juan has previously worked at Fidelity Brokerage Services LLC and IFS Financial Services, 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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/15/2021 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
KY
05/19/2020 - 09/03/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 10/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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