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Juan Jesus Maldonado

Juan Jesus Maldonado

VP INvestments

Followers of Juan Jesus Maldonado408 followers
location of Juan Jesus MaldonadoMiradero, Mayagüez, Puerto Rico

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  • Timeline

  • About me

    Vice President Investments-Wealth Manager at Nationwide Planning Associates, Inc.

  • Education

    • OSU and UPR

      -
      Finance, General

  • Experience

    • Popular Securities

      Feb 2004 - Jun 2006
      VP INvestments

      Financial Advisor, Series 7 licensed. Manage a large book of clients for their investments needs and advise, portfolio analysis and management. Total of 20 years of experience in finance and banking

    • Santander Securities

      Jan 2006 - now

      15 years experience as a Financial Advisor, Series 7 licensed. Manage a large book of clients for their investments needs and advise. Total of 20 years of experience in finance and banking.

      • VP Investments

        Jan 2005 - now

      • Vice President Investments

        Jan 2006 - Nov 2016

    • Nationwide Planning Associates, Inc.

      Nov 2016 - now
      Vice President Investments-Wealth Manager

    • Nationwide Planning and Associates, inc.

      Dec 2016 - now
      Wealth Manager-Financial Advisor

  • Licenses & Certifications

    • Series 7