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Julia Castle Whitley

Fidelity Brokerage Services LLC

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About Julia Castle Whitley

Julia Whitley is a registered representative with Fidelity Brokerage Services LLC. Julia is licensed to offer securities products and services in 27 states across the country. Julia has been in the securities industry since 2022 and has experience in various aspects of the industry. Julia is committed to providing clients with the highest level of service and support to help them achieve their financial goals.

Firm Information

Julia Whitley is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julia Whitley’s Registration & Firm History

NH

01/18/2022 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 03/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Julia Castle Whitley.
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