Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie David is a financial advisor with over eight years of experience in the industry. Currently, Julie David is registered with Raymond James Financial Services Advisors, Inc. and is located in Forest, Virginia. Prior to joining Raymond James, Julie David was employed at Wells Fargo Clearing Services, LLC. Julie David holds a Series 63, Series 65, and Series 6TO license, as well as the SIE exam. Julie David works with high-net-worth individuals, insurance companies, corporations, and charitable organizations.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
06/10/2022 - Present
Raymond James Financial Services Advisors, Inc. (Forest VA)
VA
05/30/2019 - 04/19/2022
WELLS FARGO CLEARING SERVICES, LLC (LYNCHBURG VA)
IA
Issued 07/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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