Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Antonio Valdez rodriguez is a financial advisor with over a year of experience in the industry. Julio is registered as a Registered Representative (RA) with Fidelity Personal And Workplace Advisors in Willis, TX. Julio also holds licenses in all 50 states. Previously, Julio worked as a Registered Representative with Woodlands Securities Corporation in Omaha, NE from March 2021 to August 2021. Julio has successfully passed numerous industry exams, including the Series 66, Series 7TO, Series 9, Series 10, Series 4, and the SIE exam. Julio's areas of expertise include retirement planning, college savings plans, and general investment advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
10/18/2022 - Present
Fidelity Personal AND Workplace Advisors (WILLIS TX)
NE
03/15/2021 - 08/13/2021
WOODLANDS SECURITIES CORPORATION (OMAHA NE)
BOTH
Issued 04/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2023
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Julio Valdez rodriguez is the right advisor for you? Invested Better is here to help.
