Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karyothid? Claim Your ProfileKaryothid De juan-valentin is a financial professional registered with Equitable Advisors, LLC and has been in the industry since 2006. Karyothid holds licenses for Series 7, Series 24 and SIE exams. They have held previous positions at various firms including Citi International Financial Services LLC, Popular Securities, LLC, AXA Advisors, LLC and Santander Securities LLC. They are currently working from a branch office located in San Juan, PR. Karyothid is specialized in providing financial advice and portfolio management services to individuals, businesses, and pension plans. They have a strong track record of helping clients reach their financial goals and are committed to providing personalized service.
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.
A percentage of the total value of assets under management is charged.
1
2
PR
04/26/2018 - Present
Equitable Advisors, LLC (SAN JUAN PR)
PR
10/12/2017 - 04/06/2018
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
01/03/2017 - 08/28/2017
POPULAR SECURITIES, LLC (SAN JUAN PR)
PR
07/09/2014 - 02/01/2016
AXA ADVISORS, LLC (HATO REY PR)
MA
11/20/2009 - 03/20/2014
SANTANDER SECURITIES LLC (BOSTON MA)
MA
11/13/2006 - 03/13/2009
SANTANDER SECURITIES (BOSTON MA)
BC
Issued 02/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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