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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Emenhiser is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Julia has been in the securities industry since 2001 and has been registered with Merrill Lynch since 2003. Julia has a wide range of experience in the financial services industry, including experience with Robertson Stephens, Inc., Allianz Global Investors, and Envestnet | Yodlee. Julia is a registered representative in 53 states and is also registered with the Securities and Exchange Commission as an investment advisor. Julia holds the Series 7, Series 66, and Series 7TO licenses. Julia's areas of expertise include portfolio management, financial planning, and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
12/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
01/16/2003 - 08/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
02/15/2001 - 07/26/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 10/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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