linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julia Cruz Fraga

Lifemark Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julia? Claim Your Profile

About Julia Cruz Fraga

Julia Cruz Fraga is a financial professional with over 20 years of experience in the industry. Julia is currently registered with Lifemark Securities Corp. in Pearl River, NY. Previously, Julia was registered with MML Investors Services, LLC and MSI Financial Services, INC. Julia holds Series 6, Series 63 and SIE licenses and specializes in providing financial planning and portfolio management services.

Firm Information

Julia Fraga is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julia Fraga’s Registration & Firm History

NY

12/14/2018 - Present

Lifemark Securities Corp. (Pearl River NY)

NY

03/25/2017 - 12/18/2018

MML INVESTORS SERVICES, LLC (EAST HILLS NY)

NY

01/01/1999 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)

NY

01/01/1999 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)

Not sure if Julia Cruz Fraga is right for you?

Licenses & Designations

BC

Issued 03/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Cruz Fraga.
Not sure if Julia Cruz Fraga is right for you?