Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Behymer is a financial advisor at Oppenheimer & Co. Inc. in Cincinnati, Ohio. Julia is a registered representative with the state of Ohio and has been in the industry for over 15 years. Julia has been with Oppenheimer & Co. Inc. since May 2022 and previously worked at Morgan Stanley from 2013 to 2022. Julia specializes in financial planning, pension consulting, and portfolio management. Julia serves individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
OH
05/24/2022 - Present
Oppenheimer & Co. Inc. (CINCINNATI OH)
OH
07/10/2013 - 05/20/2022
MORGAN STANLEY (Cincinnati OH)
OH
09/18/2007 - 06/18/2013
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julia Behymer is the right advisor for you? Invested Better is here to help.
