Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Roberto Dolorico is a financial advisor with Charles Schwab & CO., Inc. based in Walnut Creek, CA. Julio has over 20 years of experience in the financial services industry. Julio provides investment advice, financial planning and selection of other advisers. Julio's past experience includes positions at MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
07/02/2021 - Present
Charles Schwab & CO., Inc. (Walnut Creek CA)
CA
09/05/2017 - 06/09/2021
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
08/19/2014 - 08/23/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALNUT CREEK CA)
CA
10/25/2006 - 06/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
10/03/1995 - 05/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/1995
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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