Unclaimed
Julia Mentzingen is a financial professional with experience in the securities industry. Julia is currently registered with Stonex Financial Inc. and holds Series 7TO, Series 57TO, and Series 63 licenses. Julia has previously been registered with BTG PACTUAL US CAPITAL, LLC. Julia is registered in ten states, including California, Connecticut, Florida, Illinois, Missouri, New Jersey, New York, North Carolina, Texas, and Washington.
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.
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.
1
2
FL
05/31/2024 - Present
Stonex Financial Inc. (MIAMI FL)
FL
08/08/2023 - 04/05/2024
BTG PACTUAL US CAPITAL, LLC (Miami FL)
BC
Issued 09/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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