Julio G.

Vice President at 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.

Links

Previous companies

New York Life Investments logo
New York Life Insurance logo

Timeline

  • Vice President

    January, 2022 - present

  • Financial Planner Financial Advisor Investment Adviser Representative

    April, 2020