Julia Laginess
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.
Julia Laginess, who also goes by Julia C Laginess, was a registered financial professional .
Julia is a previously registered financial professional and started their career in finance in 2023. Julia had worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 19, 2025 - March 23, 2026
STAR WEALTH ADVISORS
August 9, 2023 - May 22, 2024
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
April 5, 2023 - May 22, 2024
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 4/5/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
STAR WEALTH ADVISORS
CRD#: 332344 / SEC#: 801-130849
Contact information
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 37,322,741 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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