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JA

Juan F. Alvarez Escontrela

FOLIONET FINANCIAL LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 7127010
JA

Professional summary

Juan Fidel Del Valle Alvarez Escontrela, who also goes by Juan Fidel Del Valle Alvarez Escontrella, Fidel Alvarez Escontrella Juan, is a registered financial professional currently at FOLIONET FINANCIAL LLC located in Miami, Florida.

Juan is registered as a RR (Registered Representative) and started their career in finance in 2019. Juan has worked at 1 firm and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Juan Fidel Del Valle Alvarez Escontrella | Fidel Alvarez Escontrella Juan

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 Fidel Del Valle Alvarez Escontrela'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

August 13, 2019 - Present

FOLIONET FINANCIAL LLC

Office #1: 1221 Brickell Avenue, Suite 900, Miami, FL 33131
BD
CRD#: 283965
Miami, 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
(8/13/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/13/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/12/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/1/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FOLIONET FINANCIAL LLC
FOLIONET FINANCIAL LLC | SANTOS CAPITAL GROUP, LLC

CRD#: 283965 / SEC#: , 8-69775

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

Main Address
1221 Brickell Avenue, Suite 900, Miami, FL 33131
Mailing Address
1221 Brickell Avenue, Suite 900, Miami, FL 33131
Phone number
(305) 432-2290
Established
Florida since 03/12/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 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#
FOLIONET HOLDINGS INC.DIRECT OWNER
SANTOS, JUAN LCEO/CCO5656132
SAVALLO, LAWRENCE JAMESFINOP1195178

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

FOLIONET FINANCIAL LLC

CRD#: 283965Miami, FL 33131

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