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Julia Felicia Greenstein

Alps Distributors, Inc.

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About Julia Felicia Greenstein

Julia Greenstein is a financial professional registered with Alps Distributors, Inc. Julia is a Series 7TO, Series 63, and SIE licensed professional with over 2 years of experience in the financial industry. Julia is licensed in 51 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Julia Greenstein is currently registered with Alps Distributors, Inc.. Alps Distributors, Inc. is a Corporation that was formed on July 1, 1985. It is registered in 53 states and is also approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julia Greenstein’s Registration & Firm History

CT

09/28/2021 - Present

Alps Distributors, Inc. (Greenwich CT)

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Licenses & Designations

BC

Issued 10/12/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Felicia Greenstein.
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