Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Steinweg is a financial professional who is currently registered with Finalis Securities LLC. Julia has been in the financial services industry since 2019. She is licensed to provide investment advice in California, Florida and Arkansas. Julia has passed the Series 7, Series 66, and SIE exams. Julia previously worked at Oppenheimer & Co. Inc..
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
NY
05/06/2022 - Present
Finalis Securities LLC (New York NY)
CA
10/25/2019 - 09/04/2020
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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