Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Rose Servin is a securities professional with over two years of experience in the financial industry. Julia currently works at Forge Securities LLC, a firm with a strong focus on providing clients with comprehensive investment solutions. Prior to joining Forge Securities LLC, Julia held positions at Equityzen Securities LLC and Goldman Sachs & Co. LLC. Julia holds the Series 7TO, Series 63 and SIE licenses.
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
01/17/2024 - Present
Forge Securities LLC (NEW YORK NY)
NY
01/15/2021 - 05/24/2022
EQUITYZEN SECURITIES LLC (NEW YORK NY)
IL
09/13/2019 - 02/03/2021
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Julia Servin is the right advisor for you? Invested Better is here to help.
