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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Ann Seydlitz falchi is an Investment Advisor Representative with Morgan Stanley. Julia Ann Seydlitz falchi has been in the financial industry since 2000. Julia Ann Seydlitz falchi has a Series 7, Series 63, and Series 65 license, as well as a SIE certification. Julia Ann Seydlitz falchi is registered in 35 states and the District of Columbia. Before joining Morgan Stanley, Julia Ann Seydlitz falchi worked for E*TRADE SECURITIES LLC and Citigroup Global Markets Inc. Julia Ann Seydlitz falchi is also a yoga teacher and a member of the San Francisco Skate Club advisory board.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/10/2019 - Present
Morgan Stanley (San Mateo CA)
CA
05/12/2011 - 05/24/2019
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
CA
06/01/2009 - 02/17/2011
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
03/20/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
MA
09/06/2001 - 10/14/2002
WEISS, PECK & GREER, L.L.C. (BOSTON MA)
NY
01/27/2000 - 03/23/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
CA
09/17/1999 - 01/04/2000
BB&K FUND SERVICES, INC. (FOSTER CITY CA)
IA
Issued 04/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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