Unclaimed
Julio Echevarria is a financial professional registered with Alliance-ONE Investments, LLC. Julio has been working in the financial services industry since July 29, 2015, and has held previous roles at MetLife Investors Distribution Company and MetLife Securities Inc. Julio has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.
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.
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.
1
2
OK
08/11/2017 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NC
12/14/2015 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
07/11/2015 - 11/25/2015
METLIFE SECURITIES INC. (CHARLOTTE NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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