Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Vega is a registered representative with Raymond James Financial Services Advisors, Inc. in Dunedin, Florida. Julia has been in the industry since 1995 and has a Series 7 and Series 63 license. Julia also has a background in tax preparation and has been an officer for C&e Tax Service, Inc. since 2004. Julia specializes in providing financial planning and portfolio management for individuals and businesses. Julia is also registered to provide investment advisory services in Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, New York, North Carolina, Oklahoma, Pennsylvania, Virginia, and West Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/11/2009 - Present
Raymond James Financial Services Advisors, Inc. (DUNEDIN FL)
TX
07/20/2001 - 08/31/2004
NFP SECURITIES, INC. (AUSTIN TX)
MO
09/01/1998 - 07/23/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
02/14/1995 - 09/01/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 01/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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