Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Driggs is a financial advisor registered with Cerity Partners LLC in Kentucky. Julio has been in the financial services industry since 2013 and is a Certified Financial Planner. Julio previously worked at Fifth Third Securities, Inc. and PNC Investments. Julio specializes in working with high-net-worth individuals, pension and profit sharing plans, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pooled investment vehicles. Julio offers a variety of services including financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KY
04/30/2023 - Present
Cerity Partners LLC (Louisville KY)
KY
05/31/2017 - 11/04/2020
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
KY
02/22/2013 - 05/19/2017
PNC INVESTMENTS (LOUISVILLE KY)
BOTH
Issued 04/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Julio Driggs is the right advisor for you? Invested Better is here to help.
