Juan Ramon Nevarez

About Juan Ramon Nevarez

I am a dedicated professional transitioning into financial advising and asset management,…

Experience

1. Client Service Associate (Registered)

   Guardtower Financial Services

   Aug 2021 — Present · San Diego County, CA, US

   Support the operations, financial planning, and client service functions for six independent financial advisors registered with LPL Financial, a leading independent broker-dealer. Hold an active FINRA Series 7 and 66 license, enabling a deep understanding of investment products and regulatory standards in support of client needs.Manage daily office operations, including audit preparation, event coordination, inventory oversight, and digital marketing through social media platforms. Serve as a key point of contact for clients—facilitating new account openings (brokerage, advisory, retirement, and non-retirement accounts), maintaining client records, assisting with online portal access and troubleshooting, processing forms, scheduling meetings, and supporting account reviews.Proactively contribute to business development by identifying and referring opportunities to consolidate outside assets from existing clients through relationship building. Also source new prospects for the firm through networking and engagement with centers of influence.

Education

• San Diego State University

  Bachelor of Arts - BA

Skills

• Communication
• Fundraising
• Social Media
• Outlook
• Social Networking
• Microsoft Office
• Sales
• Social Media Marketing
• Employee Training
• Microsoft Excel
• Powerpoint
• Event Planning
• Recruiting
• Microsoft Word
• Team Leadership
• Training
• Spss
• Customer Service
• Teamwork
• Event Management
• Public Relations
• Strategic Planning
• Cpr Certified
• Research
• Public Speaking
• Management
• Team Building
• Coaching
• Cold Calling
• Facebook
• Nonprofits
• Marketing
• Teaching
• Time Management
• Leadership