Unclaimed
Julie Ann Clark is a financial professional with over 10 years of experience in the securities industry. Julie Ann has a strong foundation in the industry, having passed the Series 99 and SIE exams. Julie Ann is currently registered with Wells Fargo Securities, LLC, a leading financial services firm.
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
MN
09/12/2012 - Present
Wells Fargo Securities, LLC (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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