Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Marcelino Revuelta is a financial advisor with over 20 years of experience in the financial services industry. Julio currently works at Raymond James & Associates, Inc. and has been registered with them since March 2020. Previously, Julio worked at SAFRA SECURITIES LLC, HSBC SECURITIES (USA) INC., HSBC BROKERAGE (USA) INC., CITICORP INVESTMENT SERVICES, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Julio provides a variety of services to individuals, families, corporations, and institutions, including financial planning, portfolio management, and retirement planning.
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.
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.
Please see note in schedule d - miscellaneous
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
12/03/2020 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
01/13/2015 - 11/14/2019
SAFRA SECURITIES LLC (AVENTURA FL)
FL
01/01/2005 - 06/07/2013
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
12/05/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
06/19/1997 - 09/08/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/07/1994 - 03/08/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/07/1994 - 03/08/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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