Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth M Julian is a financial advisor at J.p. Morgan Securities LLC, with over 28 years of experience in the financial services industry. Beth is a Certified Financial Planner and holds Series 4, 6, 7, 9, 10, 24, 52TO, 53, 63, 66, and SIE licenses. She is registered to offer securities and advisory services in all 50 states and the District of Columbia. Prior to joining J.p. Morgan Securities LLC, Beth worked at Chase Investment Services Corp., Banc One Securities Corporation, and Marquis Investments, L.L.C.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
LA
06/06/2014 - Present
J.p. Morgan Securities LLC (MANDEVILLE LA)
LA
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANDEVILLE LA)
IL
08/03/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
04/12/1995 - 08/19/1998
MARQUIS INVESTMENTS, L.L.C.
NA
10/26/1982 - 08/10/1983
FIRST INVESTORS CORPORATION
BOTH
Issued 04/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/11/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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