Juan Giraldo (CRD# 6098425) is an Investment Advisor Representative working at Santander Securities in Newark, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Jan 2023 - Current | 1 |
| Santander Bank, Na | Boston, MA | Jul 2022 - Current | 1 |
| Santander Securities, LLC | Dorchester, MA | Jul 2022 - Jan 2023 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Jul 2021 - Jul 2022 | 1 |
| Cetera Investment Advisors LLC | Bloomfield, NJ | Jul 2021 - Jul 2022 | 1 |
| Provident Bank | Bloomfield, NJ | Jul 2021 - Jul 2022 | 1 |
| Santander Securities, LLC | Dorchester, MA | May 2018 - Jul 2021 | 3 |
| Santander Bank, Na | Staten Island, NY | Jun 2014 - Jul 2021 | 7 |
| Santander Securities, LLC | Dorchester, MA | Jun 2014 - May 2018 | 3 |
| J.p. Morgan Securities LLC | New York, NY | Oct 2012 - May 2014 | 1 |
| Jpmorgan Chase Bank | New York, NY | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NJ
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Total Assets Under Management2,130MILLIONS
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Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, 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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