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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 Stockton is a financial advisor registered with Morgan Stanley since January 2020. Prior to this, Julia Stockton was a registered representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated since September 2004. Julia Stockton has her Series 7, Series 66, and SIE licenses. Julia Stockton is also a board member of the Arc Caddo-Bossier, a non-profit organization that provides services to individuals with developmental disabilities and their families.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
03/23/2020 - Present
Morgan Stanley (Shreveport LA)
LA
07/07/2006 - 01/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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