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Julia Catherine Winter

Keybanc Capital Markets Inc.

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About Julia Catherine Winter

Julia Winter is a registered representative with Keybanc Capital Markets Inc. Julia has been in the industry for 184 days as of August 14, 2024. Julia is licensed in Ohio and holds Series 63, Series 79TO and SIE licenses.

Firm Information

Julia Winter is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

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 Winter’s Registration & Firm History

OH

08/15/2024 - Present

Keybanc Capital Markets Inc. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 04/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Catherine Winter.
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