Broker Check
Juan  Trujillo

Juan Trujillo

Financial Advisor

Location: Raleigh and / Pinehurst

Professional Focus

  • Fluent in English and Spanish
  • Wealth Management
  • Retirement and Succession Planning
  • Business Planning for Veterinarians and Practice Owners

Awards

  • 2015 A-Class Advisor of the Year
  • 2015 Equitable Advisor’s Fast Start Award

Education

  • BS Business Management, Finance Concentration, North Carolina State University

Experience

  • Financial professional with Equitable Advisors since 2015

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.