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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Ivanitski is an investment advisor representative at Morgan Stanley, a well-established firm with a strong presence in the financial industry. Julia holds a variety of licenses and certifications, including Series 7, 6, 63, and 65 licenses. She is registered to provide investment advice in several states. Julia's experience includes previous roles at Wells Fargo Clearing Services, LLC, and Wells Fargo Bank NA. With a wide range of expertise and a commitment to client service, Julia strives to help individuals and families 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/16/2020 - Present
Morgan Stanley (Newport Beach CA)
CA
10/31/2017 - 07/24/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN CARLOS CA)
IA
Issued 05/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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