Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Ebron is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where Julia has been employed since October 2009. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Julia worked at BANC of AMERICA INVESTMENT SERVICES, INC., from 1998 to 2009. Julia is registered as an Investment Advisor Representative in Virginia and Texas. Julia has been in the securities industry since 1995. Julia has passed a number of examinations, including the Series 63, 65, 7, and 24 exams. In addition to her work as an Investment Advisor Representative, Julia is a board member of Browne Academy, a charitable organization in Alexandria, Virginia. Julia focuses on working with individuals, businesses, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
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
VA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALEXANDRIA VA)
VA
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
NA
04/03/1996 - 01/01/1998
NATIONSSECURITIES
MA
01/02/1996 - 03/28/1996
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
05/15/1995 - 01/03/1996
NATIONSSECURITIES
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
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
Not sure Julia Ebron is the right advisor for you? Invested Better is here to help.
