Julian Merino
Financial Representative @Strategies for Wealth
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WORK HISTORY
Financial Representative @Strategies for Wealth
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
College for Financial Planning
Certification, Financial Planning
Raoul Wallenberg Traditional High School
High School Diploma, General Education
COOP Careers Fellowship
Certificate of Completion Spring 2020, Data Analytics, C93
University of California, Davis
Bachelors of Arts and Sciences (B.A.S.), Psychology Mathematics emphasis, Asian American Studies, Minor in Communications
SKILLS
ABOUT JULIAN MERINO
Compliance:20••••33/
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