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 professional with over 25 years of experience in the industry. Julia has a proven track record of success in providing investment advice to individuals and families. Julia is a registered representative with Valley Financial Management, Inc., a firm that specializes in providing investment advice to individuals and families. Julia is also licensed to provide investment advice in 11 states. Julia is committed to helping her clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/07/2001 - Present
Valley Financial Management, Inc. (AVENTURA FL)
WI
07/13/1999 - 02/21/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
11/26/1997 - 02/10/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
10/11/1995 - 07/08/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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