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JI

Julio E. Izquierdo

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CRD#: 4446527
JI

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Julio Enrique Izquierdo was a registered financial professional .

Julio is a previously registered financial professional and started their career in finance in 2001. Julio had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 55 and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 13, 2010 - January 12, 2017

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
NEW YORK, NY
Past

February 26, 2004 - June 14, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

February 24, 2003 - July 14, 2003

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

July 23, 2002 - February 28, 2003

NETGAIN TRADING, LLC

BD
CRD#: 114838
MIAMI, FL
Past

February 15, 2002 - July 11, 2002

REDWOOD TRADING, LLC

BD
CRD#: 114774
SAN FRANCISCO, CA
Past

October 2, 2001 - February 27, 2002

ORION TRADING, LLC

BD
CRD#: 43932
WINTER PARK, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/18/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/18/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 62
Date: 10/1/2001
Corporate Securities Limited Representative Examination

Current Firm


IF
INTL FCSTONE CREDIT TRADING LLC
GMP SECURITIES | MILLER TABAK ROBERTS SECURITIES, LLC | MILLER ANDREW ROBERTS, LLC | MILLER ANDREW ROBERTS & CO. INC. | INTL FCSTONE CREDIT TRADING LLC | GMP SECURITIES, LLC

CRD#: 41025 / SEC#: , 8-49291

BD
Terminated by SEC on 07/09/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/28/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTL FCSTONE FINANCIAL INC.100% SHAREHOLDER45993
BOLTE, DAVID ALBERTSECRETARY2711410
LYON, CHARLES MARTINDIRECTOR, PRESIDENT, CEO4000852
O'CONNOR, SEAN MICHAELDIRECTOR2534352
PAVERMAN, MARK ELLIOTCHIEF COMPLIANCE OFFICER1046105
PORZIO, JOSEPH JOHNCHIEF FINANCIAL OFFICER1319702

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTL FCSTONE CREDIT TRADING LLC

CRD#: 41025

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