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Julius John Costanza

Schwab Wealth Advisory, Inc.

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About Julius John Costanza

Julius John Costanza is a financial advisor at Schwab Wealth Advisory, Inc. with over 17 years of experience in the financial services industry. Julius is registered with FINRA and the state of Florida and has earned several industry certifications, including the Series 7, Series 63, Series 66, Series 9, and Series 10. Julius has a long history of working with clients on various investment strategies, including portfolio management and financial planning. Julius is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Julius Costanza is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Julius Costanza’s Registration & Firm History

FL

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

AL

04/16/2003 - 04/23/2003

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

TX

08/23/1996 - 01/21/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/15/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Julius John Costanza.
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