Juan Andres Ormaechea
Professional Summary
Juan Andres Ormaechea, who also goes by Juan A Ormaechea, Juan Andres Ormaechea, Juan Andres Ormaechea Totani, is a registered financial advisor currently at CICADA SECURITIES located in Greenwich, Connecticut. Juan is registered as a RR (Registered Representative) and started their career in finance in 2017. Juan has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 79 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Juan A Ormaechea, Juan Andres Ormaechea, Juan Andres Ormaechea Totani
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
CICADA SECURITIES | CICADA SECURITIES, LLC
Contact Information
Main Address
289 Greenwich Ave Floor 2, Greenwich, CT 06830Mailing Address
289 Greenwich Ave Floor 2, Greenwich, CT 06830Phone Number
(917) 809-4456Established
Delaware since 03/17/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2017About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Juan Andres Ormaechea's CRS (Customer Relationship Summary).
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