Juan Aranda GuillenCRD Number: 7060209
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Juan Aranda Guillen (CRD# 7060209) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deer Park, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Securities America Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Jan 2019 - Current||3|
|Jpmorgan Chase||Elgin, IL||Sep 2016 - Jan 2019||2|
|Skf||Elgin, IL||Apr 2014 - Jun 2016||2|
|Elgin Community College||Elgin, IL||Aug 2012 - May 2016||3|
|Allegis Group||Schaumburg, IL||Feb 2014 - Apr 2014||< 1|
|Butera||South Elgin, IL||Jul 2009 - Aug 2013||4|
|Allegis Group||Chicago, IL||Apr 2013 - May 2013||< 1|
|Express LLC||West Dundee, IL||Apr 2013 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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