Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Peter-kerr is a registered representative with Third Seven Capital LLC. Julia has been active in the securities industry for 20 years and has a strong track record of success. Julia has a Series 7, Series 63, and Series 66 licenses. Julia is also registered in New York and New Jersey. Prior to joining Third Seven Capital LLC, Julia was employed by ARETE WEALTH MANAGEMENT, LLC.
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.
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NY
02/27/2024 - Present
Third Seven Capital LLC (NEW YORK NY)
NY
11/16/2021 - 04/21/2022
ARETE WEALTH MANAGEMENT, LLC (New York NY)
IL
03/10/2004 - 07/07/2004
CBIS FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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