Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Ramon Betancourt is a financial advisor with Truist Advisory Services, Inc. Julio Ramon Betancourt has been working in the industry since August 2019 and is registered with the state of Florida as a Registered Investment Advisor and a Broker. Julio Ramon Betancourt also holds Series 7, 63, and 65 licenses. Julio Ramon Betancourt's specializations include financial planning, portfolio management for individuals and businesses, and publication of periodicals. Julio Ramon Betancourt also offers financial profiling services using desktop software and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/16/2020 - Present
Truist Advisory Services, Inc. (KEY BISCAYNE FL)
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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