Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Kelley is a financial advisor with Wells Fargo Clearing Services, LLC. Julia has been in the financial industry since 2010 and is licensed in Illinois and Missouri. Julia has a Series 63, Series 7, and SIE license. She has worked for First Clearing, LLC and Wells Fargo Advisors, LLC in the past. Julia specializes in helping individual and business clients with their financial planning needs. She offers a wide range of services, including investment consulting, financial planning, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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
MO
04/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/12/2013 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
02/08/2010 - 11/13/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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