Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Cato is a financial advisor with Edward Jones. Julie has been in the financial services industry since 2000 and has experience with a variety of financial products and services. Julie has held positions with several firms, including U.S. Bancorp Investments, Inc., Raymond James Financial Services, Inc., and UVEST Financial Services Group, Inc. Julie holds Series 7, 9, 10, 24, and 66 licenses. Julie is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Julie is committed to providing clients with personalized financial advice and guidance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
10/24/2012 - Present
Edward Jones (Bethalto IL)
IL
11/16/2011 - 10/01/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (EDWARDSVILLE IL)
IL
09/15/2009 - 11/17/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EDWARDSVILLE IL)
IL
12/01/2001 - 08/03/2009
U.S. BANCORP INVESTMENTS, INC. (ALTON IL)
NJ
09/19/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
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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