Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Jullie has over 27 years of experience in the financial services industry. David is a Registered Representative and Investment Advisor Representative, licensed in multiple states. David holds the Series 6, 7, 24, 63 and 65 licenses. David is currently affiliated with Osaic Wealth, Inc., which offers a wide range of financial planning and investment management services to individuals, businesses, and institutions. Prior to joining Osaic Wealth, Inc., David was employed by Signator Investors, Inc., and Transamerica Financial Advisors, Inc. David is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
07/31/2019 - Present
Osaic Wealth, Inc. (SOUTH MIAMI FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH MIAMI FL)
FL
08/23/1996 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH MIAMI FL)
BC
Issued 06/05/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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