Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Davis is a registered representative with Clearbridge Investments, LLC, a firm with over 100 employees. Julia Davis has been in the securities industry since 2001 and has worked with a number of financial institutions. Julia is currently registered with the state of New York. Julia is also a registered investment advisor representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/15/2021 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
12/03/2004 - 12/15/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
04/17/2001 - 06/16/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julia Davis is the right advisor for you? Invested Better is here to help.
