Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Soria is a financial professional with over 25 years of experience in the financial services industry. Julio is currently registered with Park Avenue Securities LLC in Sunrise, Florida. Previously, Julio worked for several other firms including OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and EQUITY SERVICES, INC., among others. Julio holds a variety of licenses and certifications, including Series 6, 7, 24, 63, and 66. Julio's specialties include investment advisory services, retirement planning, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
01/05/2024 - Present
Park Avenue Securities LLC (SUNRISE FL)
FL
09/01/2023 - 11/06/2023
OSAIC WEALTH, INC. (FORT LAUDERDALE FL)
FL
08/01/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
06/15/2012 - 04/22/2022
EQUITY SERVICES, INC. (SUNRISE FL)
FL
07/17/2009 - 06/18/2012
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
10/24/2005 - 10/23/2007
NYLIFE SECURITIES LLC (FT. LAUDERDALE FL)
NJ
07/09/2003 - 08/15/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
03/19/2003 - 07/24/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/24/1998 - 12/20/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
01/21/1996 - 08/20/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/21/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
07/08/1995 - 11/17/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/08/1995 - 11/17/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
06/20/1994 - 05/18/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/20/1994 - 05/18/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 12/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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