Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Murga is a financial advisor who has been working in the financial industry since 2004. Julio is registered with TIAA-CREF Individual & Institutional Services, LLC and has offices in Providence, Rhode Island. Julio has passed numerous industry exams including the Series 6, 7, and 66. He also has a Series 63 license. Julio has experience working with clients of all types including individuals, corporations, and charitable organizations. Julio previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citizens Securities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
RI
12/18/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)
RI
03/13/2015 - 11/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANSTON RI)
RI
03/03/2010 - 04/03/2015
CITIZENS SECURITIES, INC. (CRANSTON RI)
RI
10/20/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
06/02/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 04/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julio Murga is the right advisor for you? Invested Better is here to help.
