Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Casey is a registered investment advisor representative with PFS Investments Inc. Julia has been in the industry since 2008 and holds a Series 6, Series 63, and Series 65 licenses. Julia is registered to provide investment advisory services in California and Georgia. Julia also provides non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products, and Primerica Client Services, Inc. for referrals of home security and automation products.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/25/2012 - Present
PFS Investments Inc. (BURBANK CA)
IA
Issued 10/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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