Unclaimed
Julius Doczi Dargai is a financial advisor at Charles Schwab & CO., Inc., a firm that has over $50 billion in assets under management. Julius is a Certified Financial Planner and has been in the financial services industry since 2015. Julius is registered in 18 states and holds the Series 7, Series 63, and Series 66 licenses. Julius has experience working with a variety of clients, including individuals, families, and businesses. Julius is passionate about helping clients achieve their financial goals.
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
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2
TX
03/10/2016 - Present
Charles Schwab & CO., Inc. (Fort Worth TX)
BOTH
Issued 03/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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