Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Cooper is a financial advisor with LPL Financial LLC. Julie has been working in the financial services industry since 1999 and has experience with a variety of firms including Invest Financial Corporation and Citigroup Global Markets Inc. Julie specializes in a number of areas including financial planning, pension consulting, and portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
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GA
02/14/2018 - Present
LPL Financial LLC (AUGUSTA GA)
GA
05/27/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (AUGUSTA GA)
GA
08/09/2011 - 08/19/2015
LPL FINANCIAL LLC (AUGUSTA GA)
GA
10/20/2009 - 08/15/2011
UVEST FINANCIAL SERVICES GROUP, INC. (AUGUSTA GA)
SC
01/02/2002 - 11/12/2007
CITIGROUP GLOBAL MARKETS INC. (AIKEN SC)
GA
06/18/1996 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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