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 Martinelli is a financial advisor with DFA Securities LLC in Charlotte, NC. Julia has been working in the financial industry since 2021. She holds the Series 63, Series 7TO, and SIE exams. Julia is licensed in North Carolina and is registered with FINRA. Prior to joining DFA Securities LLC, Julia worked at VANGUARD MARKETING CORPORATION in Charlotte, NC.
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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NC
04/11/2022 - Present
DFA Securities LLC (CHARLOTTE NC)
NC
08/27/2021 - 03/31/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 10/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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