Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Leigh Morgan is a financial advisor with Franklin Distributors, LLC. Julianne is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 63, and Series 7TO license. Julianne has been in the financial services industry since 2016. Prior to joining Franklin Distributors, LLC, Julianne worked at Franklin Templeton Financial Services Corp and Morgan Stanley.
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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NY
07/07/2021 - Present
Franklin Distributors, LLC (New York NY)
NY
08/18/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (New York NY)
NY
02/16/2016 - 06/10/2016
MORGAN STANLEY (PURCHASE NY)
BC
Issued 04/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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