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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 Fisher is a financial advisor with Fidelity Personal And Workplace Advisors. Julia has been in the industry for 10 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Julia holds Series 6, 7, 63 and 66 licenses. Julia's areas of specialization include retirement planning, college savings, and estate planning. Julia provides financial planning and portfolio management services to individuals, families, and businesses. Julia is also a registered investment advisor in Kentucky, Ohio, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
04/20/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KS
06/19/2018 - 03/02/2020
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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