Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Alberto Martinez is a financial advisor currently registered with Savile Capital Markets LLC. Julio has been in the financial industry for over 24 years. Julio has a background in working with investors and has experience at several firms including UCAPAMERICAS, MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and CIBC WORLD MARKETS CORP.. Julio holds FINRA Series 7, SIE and Series 66 licenses. Julio currently holds active licenses in Florida and New York.
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
03/14/2023 - Present
Savile Capital Markets LLC (Miami FL)
FL
09/01/2018 - 03/24/2023
UCAPAMERICAS (Miami FL)
FL
06/01/2009 - 08/24/2018
MORGAN STANLEY (MIAMI FL)
FL
03/27/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
03/05/1999 - 04/03/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 03/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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