Unclaimed
Julio Mario Arevalo is a financial professional with a focus on investment company products and variable contracts. Julio has passed the Series 63, Series 6TO, and SIE exams, demonstrating a commitment to professional development and knowledge of the financial industry. Julio is currently registered as a broker-dealer with Vanguard Marketing Corp. in Pennsylvania.
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
PA
11/05/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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