Unclaimed
Julia McParland is a registered representative with J.p. Morgan Institutional Investments Inc. based in Columbus, Ohio. Julia has been in the financial services industry since 2023. Julia is licensed to provide securities and investment advisory services in 53 states and the District of Columbia.
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
OH
06/23/2023 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
02/21/2023 - 06/17/2023
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 03/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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