Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juli? Claim Your ProfileJuli Taylor Bedgood is a financial advisor based in WESTLAKE, TX. Juli has worked in the financial services industry since 2019. Juli is currently registered with National Financial Services LLC and has previously worked at Fidelity Brokerage Services LLC. Juli holds the Series 7TO, Series 63, Series 99TO and SIE exams.
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.
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.
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TX
09/02/2021 - Present
National Financial Services LLC (WESTLAKE TX)
TX
03/01/2019 - 08/10/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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