Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Marie Churchwell is a financial advisor with Raymond James Financial Services Advisors, Inc. Julia has been in the financial services industry since 2014. Julia is registered with the state of South Carolina as a Registered Representative and Investment Advisor Representative. Julia has passed the Series 7, Series 63 and Series 65 exams. Julia has been employed with AXA Advisors, LLC and Raymond James & Associates, Inc. in the past. Julia specializes in providing financial advice to individuals, businesses, and retirement plans. Julia's firm, Raymond James Financial Services Advisors, Inc., is a registered investment advisor with the Securities and Exchange Commission (SEC). Raymond James Financial Services Advisors, Inc. offers a variety of financial services, including investment management, financial planning, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
09/06/2024 - Present
Raymond James Financial Services Advisors, Inc. (Greenville SC)
SC
07/17/2014 - 03/09/2016
AXA ADVISORS, LLC (GREENVILLE SC)
IA
Issued 08/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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