Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Trajkovski is a financial advisor in Tampa, Florida. Julie has been in the financial industry since 2001 and is registered with Foreside Fund Services, LLC. Julie has earned the Series 7, Series 63, Series 65, and SIE licenses and has experience in providing investment advice. Julie is registered to sell securities in 51 states. Prior to joining Foreside Fund Services, LLC, Julie worked at Nuveen Securities, LLC in Chicago, Illinois.
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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2
FL
05/08/2014 - Present
Foreside Fund Services, LLC (Tampa FL)
IL
02/26/2001 - 07/16/2013
NUVEEN SECURITIES, LLC (CHICAGO IL)
IA
Issued 12/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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