Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Medina is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Julio has been in the industry since April 26, 2011, and is registered with FINRA as a registered representative and with the states of Florida and Texas as an Investment Advisor Representative. Julio's background includes previous employment with Progress Investments LLC, Basis Financial, LLC, EchoTrade LLC, Offman Securities, LLC, Continental Broker-Dealer Corp. and Investors St. Julio has obtained multiple industry licenses including the Series 7, Series 63, Series 4, and Series 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/18/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
06/07/2012 - 06/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
09/15/2010 - 06/04/2012
PROGRESS INVESTMENTS LLC (MIAMI FL)
FL
06/30/2009 - 09/14/2010
BASIS FINANCIAL, LLC (N. MIAMI BEACH FL)
AZ
02/02/2007 - 07/19/2007
ECHOTRADE LLC (PHOENIX AZ)
NY
08/18/2006 - 01/05/2007
OFFMAN SECURITIES, LLC (NEW YORK NY)
NY
04/12/2002 - 05/02/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
FL
12/11/2001 - 04/17/2002
INVESTORS ST. (MIAMI FL)
IA
Issued 04/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2011
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julio Medina is the right advisor for you? Invested Better is here to help.
