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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Cesar Rengifo is an investment advisor representative at Fidelity Personal and Workplace Advisors. Julio has been in the industry since 2011, and has licenses in Florida and Texas. Julio is a licensed investment advisor representative in 52 states and the District of Columbia. Julio is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Julio also holds the Series 63, Series 65, Series 7 and SIE licenses. Julio has experience in the financial services industry, including working for Deutsche Bank Securities Inc. Julio has experience in providing financial planning, portfolio management, and investment management services to individuals, businesses, and retirement plans. Julio's specializations include financial planning, portfolio management, investment management, retirement planning, and insurance. Julio is a member of the Jacksonville, Florida-based JKR Homes LLC where Julio buys, sells, and rents properties.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
01/03/2012 - 02/09/2012
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NJ
09/15/2011 - 01/03/2012
DB SECURITIES SERVICES NJ INC. (JERSEY CITY NJ)
IA
Issued 03/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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