Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Wilbus is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, a broker-dealer and investment advisor. Julie Wilbus has over 20 years of experience in the financial services industry. Julie Wilbus has held previous positions at Morgan Stanley, First Republic Securities Company, LLC, and J.P. Morgan Securities LLC. Julie Wilbus is a Series 6, 7, 9, 10, 63, 65 and 66 licensed professional.
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.
Investment consulting services to institutional clients
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.
1
2
FL
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
04/01/2021 - 04/05/2024
MORGAN STANLEY (Palm Beach Gardens FL)
FL
01/15/2020 - 03/02/2021
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jupiter FL)
FL
05/23/2019 - 01/17/2020
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
01/08/2010 - 06/08/2011
CHASE INVESTMENT SERVICES CORP. (PALM BEACH GARDENS FL)
IL
12/18/2001 - 04/30/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
10/25/2000 - 11/23/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/27/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Wilbus is the right advisor for you? Invested Better is here to help.
