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Julie Ann Castignetti

Foreside Fund Services, LLC

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About Julie Ann Castignetti

Julie Castignetti is a registered representative with Foreside Fund Services, LLC. Julie has been in the securities industry since July 30, 2007 and holds licenses including Series 7, Series 63, Series 99TO, and SIE. Julie has a background in financial services and has worked at J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp.

Firm Information

Julie Castignetti is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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 Castignetti’s Registration & Firm History

NY

09/26/2023 - Present

Foreside Fund Services, LLC (New York NY)

NY

02/17/2006 - 04/15/2022

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

02/17/2006 - 12/31/2008

J.P. MORGAN CLEARING CORP. (BROOKLYN NY)

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Licenses & Designations

BC

Issued 03/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Castignetti.
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