Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giulio? Claim Your ProfileGiulio Liotine is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Giulio has been in the industry since 2002, and has experience with a variety of financial institutions. Giulio is registered with the Securities and Exchange Commission and holds licenses in several states, including Illinois and Texas. Giulio specializes in providing investment advice to individuals, businesses, and retirement plans. Giulio is committed to providing clients with personalized financial advice and strategies to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
11/19/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLAND PARK IL)
IL
03/29/2004 - 04/06/2005
ZACKS & COMPANY (CHICAGO IL)
CT
04/29/2003 - 03/25/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MA
07/08/2002 - 04/23/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/08/2002 - 04/23/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/18/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Giulio Liotine is the right advisor for you? Invested Better is here to help.
