Unclaimed
Julia Irizarry-roman is an investment professional with over 20 years of experience in the industry. Julia is currently registered with Prudential Investment Management Services LLC and holds several licenses including Series 6, Series 26 and Series 63. Julia is licensed in 53 states and is a recognized expert in investment company products and variable contracts.
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.
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NJ
01/02/2003 - Present
Prudential Investment Management Services LLC (Newark NJ)
BC
Issued 08/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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