Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Iavarone is a securities professional with over 8 years of experience in the financial services industry. Julia is currently registered with PHX Financial, Inc. and holds Series 7, Series 63 and SIE licenses. Julia was previously registered with Rockwell Global Capital LLC. Julia is located in Hauppauge, New York.
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
12/14/2015 - Present
PHX Financial, Inc. (Hauppauge NY)
NY
10/16/2014 - 12/07/2015
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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