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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Rodrigo Soto is a financial advisor with Jefferies Investment Advisers LLC. Julian has been in the industry for 19 years. Julian has been registered with the Securities and Exchange Commission (SEC) since 2004. Julian has a Series 7, Series 66 and Series SIE license. Julian is registered with the state of Florida as a Registered Investment Advisor. Julian specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers and Financial Planning. Julian has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC in the past. In addition to the firm's services, Julian has an additional business, South Mehari LLC, a clothing store in Miami, Florida.
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.
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.
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
FL
05/31/2023 - Present
Jefferies Investment Advisers LLC (Miami FL)
FL
09/10/2004 - 07/24/2017
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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