Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Ironside is a financial professional with over 25 years of experience in the financial services industry. Julia is currently registered with Private Client Services, LLC in Louisville, KY. Prior to joining Private Client Services, LLC, Julia was a Registered Representative at ROBERT W. BAIRD & CO. INCORPORATED, and a Registered Representative at J.J.B. HILLIARD, W.L. LYONS, LLC. Julia's areas of expertise include providing financial planning, portfolio management for businesses and individuals, and educational seminars. Julia is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
01/08/2020 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
10/18/2019 - 12/12/2019
ROBERT W. BAIRD & CO. INCORPORATED (LOUISVILLE KY)
KY
08/29/1995 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/28/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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