Unclaimed
Julia Bernier is a financial professional with over eight years of experience in the industry. Julia is currently registered with Ares Management Capital Markets LLC. Previously, Julia was registered with J.P. Morgan Institutional Investments Inc. Julia holds Series 3, 7, and 63 licenses. Julia is registered with the state of New York and 50 other states.
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.
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.
1
2
NY
03/27/2023 - Present
Ares Management Capital Markets LLC (NEW YORK NY)
NY
04/16/2015 - 02/25/2023
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
BC
Issued 05/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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