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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Rodriguez is an Investment Advisor Representative at Avantax Advisory Services in Harwood Heights, Illinois. Julio has been working in the financial services industry since 2010. Julio has a Series 65 license and is registered with the state of Illinois. Julio specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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IL
01/07/2022 - Present
Avantax Advisory Services (Harwood Heights IL)
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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