Unclaimed
Julia Richardson Allen is a financial advisor with over 20 years of experience in the industry. Julia is currently registered with Farmers Financial Solutions, LLC in California. Julia holds Series 6, Series 63 and SIE licenses and has been a registered representative since 2003. Julia is dedicated to providing personalized financial advice and 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.
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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2
CA
07/02/2003 - Present
Farmers Financial Solutions, LLC (BENICIA CA)
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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