Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Pappas is a financial advisor with LPL Financial LLC. He is registered with the state of Florida and is currently active. Julius has over 19 years of experience in the financial services industry. Julius's previous experience includes roles at MML Investors Services, LLC, MSI Financial Services, Inc., Wells Fargo Advisors, LLC, and Prudential Securities Incorporated. Julius holds FINRA Series 6, 7, 63, and 65 licenses, as well as the SIE. He has a background in investment advisory and brokerage services. Julius is committed to providing his clients with personalized financial planning and investment management services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/06/2020 - Present
LPL Financial LLC (PLANTATION FL)
FL
03/25/2017 - 10/08/2020
MML INVESTORS SERVICES, LLC (Plantation FL)
FL
03/26/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
09/24/2008 - 11/23/2009
WELLS FARGO ADVISORS, LLC (DAVIE FL)
NY
08/15/1997 - 04/02/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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