Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Desalvo-curtin is a financial advisor at Moors & Cabot, Inc. Julie has been in the financial services industry since 2002 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Julie holds Series 7, 24 and 63 licenses. Julie is also a registered representative of Moors & Cabot, Inc. Julie holds a SIE designation. Julie has been registered with Moors & Cabot, Inc. since February 2014. Julie's previous employers include Commonwealth Financial Network, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Deutsche Bank Securities Inc., Canaccord Adams Inc. and Bear, Stearns & Co. Inc.
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.
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.
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.
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2
MA
02/24/2014 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
05/31/2011 - 04/17/2012
COMMONWEALTH FINANCIAL NETWORK (NEEDHAM MA)
MA
06/01/2009 - 05/05/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
11/27/2007 - 02/12/2009
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
04/25/2000 - 11/14/2007
CANACCORD ADAMS INC. (BOSTON MA)
NY
02/02/2000 - 04/28/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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