Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Weed is a financial professional with over 9 years of experience in the industry. Currently, Julia is registered with Truist Securities, Inc., a firm with offices in New York, NY. Julia has a strong background in investment banking and securities, holding Series 63, Series 79, Series 24, and SIE licenses. Previously, Julia was associated with UBS Financial Services Inc. and UBS Securities LLC. Julia is licensed in all 50 states and the District of Columbia.
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
09/08/2022 - Present
Truist Securities, Inc. (NEW YORK NY)
NJ
01/21/2016 - 09/13/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/26/2013 - 09/13/2022
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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