Unclaimed
Julia Powell is a financial professional with over six years of experience in the financial industry. Julia is currently registered with Apollo Global Securities, LLC in New York and has a Series 7, Series 79, and Series 63 license. Julia previously worked at CREDIT SUISSE SECURITIES (USA) LLC in New York.
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
NY
02/09/2023 - Present
Apollo Global Securities, LLC (New York NY)
NY
05/02/2017 - 02/16/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 05/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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