Verified recordFinancial Services

Julius Pappas

Financial Planner Investment Adviser at Lpl Financial

Based in Fort Lauderdale, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Fort Lauderdale

Industry

Financial Services

Company size

14K

Contact information

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Email

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j•••••••@••••••.com

Phone

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Background

About Julius Pappas

FINRA registered Financial Adviser since 1997 with extensive professional experience in Financial Services. Prior to joining, I held professional positions in Financial Planning, Portfolio Management, Banking, Insurance and Loan Origination with Fortune 100 companies, such as Prudential, Bank of America, Wachovia-Wells Fargo, MetLife and MassMutual. My goal is to help my clients achieve financial freedom through guidance and education, as they prepare for, or have reached retirement. That includes retirement planning, portfolio management and preparation for the protection of our families in case of death, illness or disability. I can be reached at (954) 854-4620. I am licensed to offer insurance and securities in FL, GA, and CA. I am a registered representative of and offer securities, investment advisory, and financial planning services through LPL Investors Services, member SIPC CA insurance license number 0L94297.

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