Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Shanks is a registered representative with Alliance-ONE Investments, LLC. Julia holds Series 6TO and SIE licenses and has been in the industry since April 16, 2021. Previously, Julia worked at J.P. MORGAN SECURITIES LLC.
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
OK
02/24/2023 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
OH
01/08/2021 - 11/16/2022
J.P. MORGAN SECURITIES LLC (Oregon OH)
BC
Issued 01/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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