Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Agronik is a financial professional with over 15 years of experience in the industry. Currently, Julie is a registered representative with J.p. Morgan Securities LLC. Prior to this, Julie worked with Wells Fargo Clearing Services, LLC, Raymond James & Associates, Inc., and Morgan Stanley. Julie's focus is on investment banking, and she holds Series 79, SIE, and Series 7 licenses. Julie also has a Series 24 license.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/22/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
MO
12/16/2021 - 02/28/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
FL
07/18/2017 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
06/01/2009 - 03/30/2016
MORGAN STANLEY (PURCHASE NY)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
04/19/2005 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julie Agronik is the right advisor for you? Invested Better is here to help.
