Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Oody is a financial professional with over 9 years of experience in the industry. Julia has a Series 7, Series 24, Series 99TO, and SIE licenses. Julia is currently registered with Multi-Bank Securities, Inc. and has previously worked at Raymond James & Associates, Inc., Ameriprise Financial Services, LLC, Concorde Investment Services, LLC, and L.M. Kohn & Company.
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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MI
07/13/2022 - Present
Multi-Bank Securities, Inc. (SOUTHFIELD MI)
MI
04/04/2022 - 07/26/2022
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHFIELD MI)
MI
08/22/2019 - 08/05/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Troy MI)
MI
08/22/2018 - 07/29/2019
CONCORDE INVESTMENT SERVICES, LLC (Troy MI)
MI
06/06/2013 - 08/21/2018
L.M. KOHN & COMPANY (TROY MI)
BC
Issued 08/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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