Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Elizabeth Phillips is a financial professional with over 10 years of experience in the financial industry. Julia is currently registered with Bluerock Capital Markets LLC and holds Series 3, 7 and 63 licenses, as well as the SIE exam. Julia has previously been registered with Blackstone Securities Partners L.P., Foreside Fund Services, LLC and Cohen & Steers Securities, LLC. Julia has a strong background in securities trading and has experience working with a variety of clients.
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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NY
05/21/2024 - Present
Bluerock Capital Markets LLC (New York NY)
NY
01/13/2023 - 02/06/2024
BLACKSTONE SECURITIES PARTNERS L.P. (NEW YORK NY)
NY
12/21/2019 - 12/31/2021
FORESIDE FUND SERVICES, LLC (New York NY)
NY
07/29/2011 - 01/03/2018
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
BC
Issued 12/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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