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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Beliew is a financial advisor with over 25 years of experience in the industry. Julie Ann has been with Morgan Stanley since February 2023, and prior to that, she was with UBS Financial Services Inc. for nearly 20 years. Julie Ann also has prior experience with Delta Trust Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Crews & Associates, Inc. She is a Series 63 and Series 7 licensed financial advisor. Julie Ann Beliew is registered in Arkansas and holds the SIE 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AR
02/16/2023 - Present
Morgan Stanley (Little Rock AR)
AR
07/29/2003 - 02/28/2023
UBS FINANCIAL SERVICES INC. (LITTLE ROCK AR)
AR
11/12/2001 - 07/23/2003
DELTA TRUST INVESTMENTS, INC. (LITTLE ROCK AR)
NY
07/12/2000 - 12/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AR
02/06/1997 - 03/10/2000
STEPHENS INC. (LITTLE ROCK AR)
AR
10/08/1996 - 02/11/1997
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
BC
Issued 07/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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