Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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