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Julio Rene Diaz ramirez

Arkadios Capital

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About Julio Rene Diaz ramirez

Julio Rene Diaz Ramirez is an investment advisor representative registered with Arkadios Capital. Julio has been in the securities industry since January 19, 2002. Julio has been associated with Arkadios Capital since December 5, 2018. Previous to that, Julio was associated with Pariter Securities, LLC, Universal Financial Services Inc., Signator Investors, Inc., Samuel A Ramirez & Co., Inc., R-G Investments Corporation, Signator Investors, Inc., and Washington Square Securities, Inc. Julio holds Series 6, 7, 63, and 65 securities licenses. Julio is licensed in Puerto Rico.

Firm Information

Julio Diaz ramirez is currently registered with Arkadios Capital. Arkadios Capital is a Limited Liability Company that was formed in 2015 and is registered in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julio Diaz ramirez’s Registration & Firm History

PR

12/05/2018 - Present

Arkadios Capital (San Juan PR)

PR

08/25/2009 - 10/09/2017

PARITER SECURITIES, LLC (GUAYNABO PR)

PR

06/10/2008 - 08/12/2009

UNIVERSAL FINANCIAL SERVICES INC. (GUAYNABO PR)

PR

09/10/2007 - 06/18/2008

SIGNATOR INVESTORS, INC. (GUAYNABO PR)

PR

04/20/2006 - 07/02/2007

SAMUEL A RAMIREZ & CO., INC. (HATO REY PR)

PR

10/11/2004 - 04/10/2006

R-G INVESTMENTS CORPORATION (SAN JUAN PR)

MA

07/26/2001 - 03/24/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

CT

12/07/1999 - 05/22/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BC

Issued 08/16/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/09/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/01/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julio Rene Diaz ramirez.
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