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JS

Juan I. Sosa

PORTFOLIO RESOURCES GROUP
Coral Gables, FL 33146
Some features on this profile are disabled
CRD#: 2599288
JS

Professional summary

Juan Ignacio Sosa is a registered financial professional currently at PORTFOLIO RESOURCES GROUP, INC. located in Coral Gables, Florida.

Juan is registered as a RR (Registered Representative) and started their career in finance in 2001. Juan has worked at 1 firm and has passed the Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Juan Ignacio Sosa's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 6, 2001 - Present

PORTFOLIO RESOURCES GROUP, INC.

Office #1: 4000 Ponce De Leon Blvd. Suite 670, Coral Gables, FL 33146
BD
CRD#: 31155
Coral Gables, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/12/2001)
RR
Puerto Rico
(2/25/2014)

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/9/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PR
PORTFOLIO RESOURCES GROUP, INC.
PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155 / SEC#: , 8-45380

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Mailing Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Phone number
(305) 372-0299
Established
Florida since 11/18/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAMEJO, ANTONIO NMNSHAREHOLDER/DIRECTOR, PRESIDENT & CEO, CCO, GENERAL PRINCIPAL, MUNICIPAL PRINCIPAL1654246
INVERSIONES SOSABASSHAREHOLDER
MARAVER, JOSE MANUELSHAREHOLDER/DIRECTOR2307685
BAQUERO DE JIMENEZ, NANCY JOSEFINAFINOP, PFO, POO5583492
SOSA, JUAN IGNACIODIRECTOR, COO, GENERAL PRINCIPAL, AML OFFICER, VA PRINCIPAL2599288
VACA, MONICA TERESAOPTIONS PRINCIPAL2135645

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155Coral Gables, FL 33146

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