Julian Merino

Financial Representative @Strategies for Wealth

Brooklyn, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Financial Representative @Strategies for Wealth

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New York, NY, US

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 43•••25. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

EDUCATION

2022 — 2025

College for Financial Planning

Certification, Financial Planning

N/A

Raoul Wallenberg Traditional High School

High School Diploma, General Education

N/A

COOP Careers Fellowship

Certificate of Completion Spring 2020, Data Analytics, C93

N/A

University of California, Davis

Bachelors of Arts and Sciences (B.A.S.), Psychology Mathematics emphasis, Asian American Studies, Minor in Communications

SKILLS

TeamworkPowerpointMicrosoft ExcelEvent PlanningLeadershipPublic SpeakingManagementCustomer ServiceNonprofit OrganizationsResearchMicrosoft Word

ABOUT JULIAN MERINO

Compliance:20••••33/

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Julian Merino — Financial Representative at Strategies for Wealth in Brooklyn, NY, US | Unifers