Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Lovejoy is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Raleigh, NC. Julia has over 17 years of experience in the financial services industry. Julia holds the Series 7, 63, and 66 licenses and the SIE exam. Julia is registered to offer securities in 41 states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
06/26/2024 - Present
Stifel, Nicolaus & Company, Inc. (RALEIGH NC)
NC
01/12/2022 - 06/21/2024
TRUIST INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
09/27/2021 - 10/29/2021
PROSPERA FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
10/16/2018 - 09/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
NC
06/20/2016 - 07/24/2018
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
07/03/2015 - 06/20/2016
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
03/21/2007 - 04/19/2010
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
10/01/2003 - 06/08/2005
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julia Lovejoy is the right advisor for you? Invested Better is here to help.
