Julio BlancoCRD Number: 5589475
Current Firm: Msi Financial Services, Inc.
Julio Blanco (CRD# 5589475) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Fort Lauderdale, FL and has over 6 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Metlife Securities, Inc.||Plantation, FL||Aug 2008 - Current||9|
|North Star Resource Group||Miami, FL||Jun 2008 - Jul 2008||< 1|
|Unemployed||Miami, FL||Mar 2008 - May 2008||< 1|
|Intel, Inc.||Hillsboro, FL||Jun 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV