Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Bahr is an investment advisor representative at Credit Suisse Securities (usa) LLC. Julie has been in the industry for 2 years and is registered in the state of New York. Julie holds the Series 99TO and SIE exams.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
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2
NY
05/31/2023 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
BC
Issued 05/31/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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