Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Alexis Heggood is a financial advisor with Investment Distributors, Inc. based in Covington, Kentucky. Julie has been in the industry since June 20, 2006, and has experience working with Concourse Financial Group Securities, Inc. and ProEquities, Inc. Julie holds Series 6, Series 63, and SIE licenses. Julie is registered to offer investment advice in Arkansas, Oklahoma and Texas.
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
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
TX
03/18/2008 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (FLOWER MOUND TX)
OH
03/17/2006 - 12/13/2007
PROEQUITIES, INC. (CINCINNATI OH)
BC
Issued 06/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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