Julio MedinaCRD Number: 4469975
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Julio Medina (CRD# 4469975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Merrill Lynch||Miami, FL||Jun 2012 - Current||5|
|Progress Investments||Miami, FL||Sep 2010 - May 2012||1|
|Basis Financial, LLC||North Miami Beach, FL||Jun 2009 - Sep 2010||1|
|T3 Capital||Miami, FL||Apr 2009 - Jun 2009||< 1|
|Avatar Securities, LLC||Miami, FL||Jan 2009 - Apr 2009||< 1|
|T3 Capital||Miami, FL||May 2008 - Jan 2009||< 1|
|Unemployed||Miami, FL||Jan 2008 - May 2008||< 1|
|Jmc Capital Markets||West Palm Beach, FL||Jul 2007 - Jan 2008||< 1|
|Echotrade, LLC||New York, NY||Jan 2007 - Jul 2007||< 1|
|Offman Securities||New York, NY||Sep 2006 - Dec 2006||< 1|
|Carlin Equities||West Palm Beach, FL||Jun 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.