Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julizza? Claim Your ProfileJulizza Pena is an investment advisor representative with Ernst & Young Investment Advisers LLP. Julizza has been with the firm since November 2009. She has a Series 63, Series 65 and Series 6 license and holds a registration in New Jersey. Before joining Ernst & Young Investment Advisers LLP, Julizza worked with MetLife Securities Inc. from 2008 to 2009 in Brooklyn, NY. Julizza has experience providing financial planning, educational seminars and publications to her clients.
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.
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.
1
2
NJ
10/14/2010 - Present
Ernst & Young Investment Advisers LLP (SECAUCUS NJ)
NY
09/08/2008 - 11/06/2009
METLIFE SECURITIES INC. (BROOKLYN NY)
IA
Issued 10/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Julizza Pena is the right advisor for you? Invested Better is here to help.
