Juan Marrero is a registered investment advisor, based in San Juan, PR, with 22 years of industry experience.
Location
Fd Roosevelt Ave, 114 Marginal Sur, San Juan, PR, 00918
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Juan is SVP Trust Officer at Oriental Bank, supervising trust sales and operations. His goals include sales of retirement plans and identifying customers for referral.
Employment History
Current Registrations
Cetera Wealth Services, LLC
October 2025 - Present · 7 mos
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Wealth Services, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Oriental Financial Services LLC
December 2015 - October 2025 · 9 yrs 10 mos
Oriental Financial Services LLCBroker
December 2003 - October 2025 · 21 yrs 10 mos
State Registrations1 state
PR
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.