Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Cesar Delsalto is a registered representative and investment advisor with Wells Fargo Clearing Services, LLC. Julio has been in the industry since 2004. Prior to joining Wells Fargo Clearing Services, LLC, Julio worked at Morgan Stanley, PRUCO SECURITIES, LLC., BANC OF AMERICA INVESTMENT SERVICES, INC., ATLAS ONE FINANCIAL GROUP, LLC, ALLSTATE FINANCIAL SERVICES, LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, MIRAMAR SECURITIES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Julio holds FINRA Series 7, 63 and 65 licenses and the SIE exam. Julio is licensed to sell securities in 32 states, and is registered as an investment advisor in 2 states.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/11/2017 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
01/11/2013 - 03/18/2015
MORGAN STANLEY (MIAMI FL)
FL
12/01/2010 - 05/30/2012
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
FL
12/21/2007 - 12/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
FL
01/16/2004 - 01/20/2006
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
NE
04/30/2003 - 05/05/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NJ
11/22/2000 - 11/12/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
GA
12/04/1998 - 01/09/2001
MIRAMAR SECURITIES, LLC (ALPHARETTA GA)
NY
08/20/1997 - 07/22/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
12/11/1996 - 06/17/1997
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
BC
Issued 01/16/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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