Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juanita? Claim Your ProfileJuanita Christine Causey oraevsky is a financial advisor with over 29 years of experience in the industry. Juanita is currently registered with Cambridge Investment Research Advisors, Inc. and is a Registered Representative in Texas. Juanita has a broad range of experience working with a variety of clients including individuals, businesses, and charitable organizations. Juanita's previous employers include Symphonic Securities LLC, Nationwide Securities, LLC, 1717 Capital Management Company, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
12/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
08/06/2010 - 12/01/2023
SYMPHONIC SECURITIES LLC (HOUSTON TX)
TX
08/01/2008 - 07/30/2010
NATIONWIDE SECURITIES, LLC (HOUSTON TX)
TX
06/07/2000 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (HOUSTON TX)
MA
10/03/1994 - 06/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/03/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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