Julie Rose Malonzo

Overview

Julie Rose Malonzo is an insurance agent, a registered representative and an investment adviser representative based in Henderson, NV, with 4 years in the industry.

Years in the industry

4

States registered

2

Carrier appointments

2

Exams passed

3

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Registered in 2 states

• Producer
• Series 66
• Series 7TO
• SIE

3 lines of authority, with every state and its dates

Firms

• Gradient Securities, LLCCurrent firm
• Cassady Wealth & Retirement Planning L.L.C.Current firm

Employment history since 2022

Carriers

2 active carrier appointments

Book and practice

Firm assets under management on file