Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Anne Lodewick is a financial advisor with Icapital Markets LLC. Julia has been in the financial services industry since 2012. She holds Series 7, Series 63, and SIE licenses. Julia has previously worked with ICAPITAL SECURITIES, LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC and CONSTELLATION WEALTH ADVISORS LLC.
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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NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
07/18/2018 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
NY
09/30/2015 - 06/28/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
11/21/2012 - 10/01/2015
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
BC
Issued 04/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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