Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia McIntire is a financial advisor with Wells Fargo Clearing Services, LLC. Julia has been in the industry since 2002. She is registered with the state of Texas and the District of Columbia. Julia has been with Wells Fargo Advisors LLC since 2009 and with Wells Fargo Clearing Services, LLC since 2016. She has also worked with Citigroup Global Markets Inc. and UBS Paine Webber Inc. in the past.
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.
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.
Investment consulting services to institutional clients
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.
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2
DC
04/30/2011 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
DC
03/07/2006 - 01/27/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
02/10/2005 - 03/09/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
08/16/2002 - 02/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
07/03/2002 - 07/18/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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