Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Claire Simmons is a financial advisor who has been in the industry since April 2018. Julia Simmons is currently registered with Private Advisor Group, LLC in Reston, Virginia. Julia Simmons is also registered in Virginia as an investment advisor representative. Previously, Julia Simmons was registered with Raymond James Financial Services, Inc., also in Reston. Julia Simmons has passed the Series 7, Series 63, Series 65 and the SIE exams. Julia Simmons specializes in investment advisory services to individuals and families. Julia Simmons is also a Registered Investment Advisor and is actively involved in the financial services industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
VA
07/23/2021 - Present
Private Advisor Group, LLC (Reston VA)
VA
04/03/2018 - 01/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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