Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Michelle Cummings is an investment advisor representative currently associated with Beacon Pointe Advisors, LLC. Julia Cummings has been in the industry for over 10 years, previously working with J.P. Morgan Securities LLC and Sanford C. Bernstein & Co., LLC. Julia Michelle Cummings holds Series 63, 65, 7 and SIE licenses and is registered in California.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
11/28/2018 - Present
Beacon Pointe Advisors, LLC (LOS ANGELES CA)
CA
10/11/2012 - 01/28/2015
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
08/03/2010 - 06/29/2012
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
IA
Issued 06/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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