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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Canterbury is a financial advisor with Morgan Stanley, where she has been employed since June 2009. Julianne has been in the industry since 1997. Prior to Morgan Stanley, Julianne worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Julianne holds a Series 7, Series 31, Series 63, Series 65 and SIE. Julianne is licensed in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Louisiana, Maine, Massachusetts, Minnesota, Nebraska, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas and Virginia. Julianne specializes in portfolio management for individuals, businesses and investment companies.
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
TX
06/01/2009 - Present
Morgan Stanley (The Woodlands TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (THE WOODLANDS TX)
TX
11/19/1997 - 04/02/2007
MORGAN STANLEY DW INC. (THE WOODLANDS TX)
TX
01/28/1997 - 11/19/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
IA
Issued 04/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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