Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Hooper is a financial advisor with World Investment Advisors, LLC, based in Brentwood, TN. Julia has over 10 years of experience in the financial services industry. Julia is registered with the state of Tennessee as an Investment Advisor Representative. Julia holds the Series 7, 9, 10, 66, and SIE licenses. Julia specializes in providing financial planning services, portfolio management, and pension consulting to individuals, businesses, and charitable organizations.
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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TN
08/08/2024 - Present
World Investment Advisors, LLC (Brentwood TN)
TN
04/26/2022 - 08/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Brentwood TN)
IL
10/24/2019 - 04/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
CA
08/04/2014 - 10/07/2019
UBS FINANCIAL SERVICES INC. (Los Angeles CA)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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