Unclaimed
Julia Short is a financial advisor with over 25 years of experience in the financial services industry. Julia is currently registered with VP Distributors LLC in Atlanta, Georgia. Previously, Julia was registered with Ridgeworth Distributors LLC and SunTrust Investment Services, Inc. Julia holds the Series 63, Series 7, and SIE licenses. Julia specializes in providing financial advice to individuals and families.
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.
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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2
GA
06/01/2017 - Present
VP Distributors LLC (ATLANTA GA)
GA
08/20/2008 - 06/01/2017
RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)
GA
12/08/2004 - 08/20/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
PA
11/21/1995 - 08/06/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 12/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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