Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Prinkey is an investment advisor representative associated with Fidelity Personal AND Workplace Advisors. Julie has been working in the financial services industry since 1989. Julie has a strong understanding of investment strategies and has a proven track record of success in the industry. Julie is committed to providing personalized financial advice to her clients. Julie is also a Certified Financial Planner.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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MO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAINT CHARLES MO)
MO
10/31/2013 - 07/16/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
MO
10/23/2012 - 09/19/2013
GWN SECURITIES INC. (ST. PETERS MO)
MO
03/31/2011 - 10/10/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST PETERS MO)
MO
01/31/2011 - 02/24/2011
J.A. GLYNN & CO. (ST. LOUIS MO)
MO
04/13/2009 - 01/18/2011
PLANMEMBER SECURITIES CORPORATION (ST PETERS MO)
MO
01/09/2009 - 03/16/2009
PLANMEMBER SECURITIES CORPORATION (SUNSET HILLS MO)
MO
06/09/2008 - 10/28/2008
WACHOVIA SECURITIES, LLC (ST. PETERS MO)
MO
08/12/1997 - 11/13/2006
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
MO
02/22/1995 - 04/04/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
09/19/1989 - 02/03/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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