Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Perlmutter is a financial advisor with over 20 years of experience in the financial services industry. Julia is currently registered with Voya Financial Advisors, Inc. and Voya Financial Partners, LLC. Julia holds the Series 7, Series 10, Series 24, and Series 63 licenses. Julia is also registered with the state of Connecticut. Julia has a strong background in providing financial advice to individuals and families.
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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CT
04/23/2024 - Present
Voya Financial Partners, LLC (WINDSOR CT)
CT
07/11/2006 - 03/08/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
03/28/2005 - 07/07/2006
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
CT
06/26/2002 - 03/22/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 07/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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