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Julie Andress

Keybanc Capital Markets Inc.

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About Julie Andress

Julie Andress is a financial professional registered with Keybanc Capital Markets Inc. Julie has been in the industry since 2011. Julie's Series 7, Series 63, and Series 55 licenses allow her to provide a wide range of financial services. Julie is licensed in 52 states and the District of Columbia.

Firm Information

Julie Andress is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julie Andress’s Registration & Firm History

OH

10/03/2011 - Present

Keybanc Capital Markets Inc. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 10/13/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2012

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/30/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Julie Andress.
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