Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Kaputa is a financial advisor with Fidelity Brokerage Services LLC. Julianne has over 20 years of experience in the financial services industry. Julianne has a Series 7, Series 24, and Series 63 license.
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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KY
10/30/2007 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MA
12/16/1999 - 08/08/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
12/15/1997 - 12/16/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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