Fortis Lux Financial
Julio G. began their work experience as an Agent at New York Life Insurance Company in June 2018, where they remained until April 2020. In June 2018, they also started working as a Registered Representative at New York Life Investments, offering securities products and services through NYLIFE Securities LLC. In December 2019, they became the Head of The GarCap Group at The GarCap Group LLC., a position they held until June 2020. Since April 2020, Julio has been working at Fortis Lux Financial, initially as a Financial Planner, Financial Advisor, and Investment Adviser Representative, and currently as the Vice President.
Julio G. has studied Economics at The City University of New York. In addition to their education, they have obtained several certifications, including Series 63 from FINRA in July 2020, SIE from FINRA in October 2018, and Series 6 from FINRA in May 2016. Julio is also registered in multiple states, including NY, NJ, PA, FL, and SC, through FINRA. However, no specific information is provided about their New York Life Insurance Licenses, such as the obtained month and year or the institution where they obtained them.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.