Juan MaranonCRD Number: 6899093
Current Firm: Wells Fargo Clearing Services, LLC
Juan Maranon (CRD# 6899093) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Marina, CA and has over 4 years of experience in the finance industry.
Castle Rock Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Securities America Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Marina, CA||Jul 2021 - Current||< 1|
|Wells Fargo Bank, Na||Marina, CA||Dec 2012 - Current||9|
|United States Marine Corp||San Jose, CA||Jan 2012 - Current||10|
|Wells Fargo Clearing Services LLC||Salinas, CA||Jan 2018 - May 2021||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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