Unclaimed
Julia Ann Simics is a registered representative in New York. Julia has been in the industry since 2023 and has passed the Series 79TO, Series 63, and SIE exams. Currently, Julia is affiliated with M&T Securities, Inc.
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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2
NY
01/03/2023 - Present
M&T Securities, Inc. (Rochester NY)
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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