Unclaimed
Juliana Morrow is a registered representative with Finalis Securities LLC. Juliana has been in the securities industry since 2014. Juliana holds the Series 63, Series 79, Series 82TO and SIE licenses and is currently registered in California, Colorado, and Delaware. Juliana previously worked at MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES LLC, and CREDIT SUISSE SECURITIES (USA) 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.
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2
NY
05/12/2022 - Present
Finalis Securities LLC (New York NY)
CA
04/07/2020 - 09/29/2021
MORGAN STANLEY & CO. LLC (MENLO PARK CA)
NY
08/26/2015 - 04/03/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/13/2013 - 09/09/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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