Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Almeyda is a financial advisor with Truist Advisory Services, Inc. Julio has been in the financial services industry since 2000. Julio is a Certified Financial Planner and is licensed to provide financial advice in 53 states and the District of Columbia. Julio specializes in providing financial planning, portfolio management for individuals and businesses, and wrap fee products. Julio's previous experience includes positions at Oppenheimer & Co. Inc., Morgan Keegan & Company, Inc., PFIC Securities Corporation, and WM Financial Services, Inc.
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.
Wrap fee product and financial profiling services using desktop software
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
08/16/2016 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
FL
10/30/2007 - 11/11/2011
OPPENHEIMER & CO. INC. (MIAMI FL)
FL
07/28/2004 - 10/29/2007
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
TN
11/09/2000 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
CA
01/17/2000 - 11/06/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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