Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Perez is a financial advisor with Crux Wealth Advisors, based in Westchester, IL. Julia has over 15 years of experience in the financial services industry, and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Julia specializes in financial planning, portfolio management, and investment advisory services for individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/03/2024 - Present
Crux Wealth Advisors (Westchester IL)
IL
02/08/2021 - 08/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Villa Park IL)
IL
06/06/2017 - 02/08/2021
KESTRA INVESTMENT SERVICES, LLC (VILLA PARK IL)
IL
08/02/2010 - 06/07/2017
LARSON FINANCIAL SECURITIES, LLC (Clarendon Hills IL)
IL
03/31/2009 - 02/10/2010
PFS INVESTMENTS INC. (WEST CHICAGO IL)
IA
Issued 05/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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