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 Douglas Maddox has been in the financial services industry since 1983. Julie is registered as an Investment Advisor Representative with Great Valley Advisor Group, Inc. Julie has also previously been employed by Pruco Securities, LLC. Julie is licensed to sell securities in multiple states including: California, Illinois, Massachusetts, Washington, and Wisconsin. Julie has passed the Series 6, 7, 63, and 65 exams. Julie holds the Certified Financial Planner designation. Julie provides a variety of services including financial planning, portfolio management, and consulting services.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
DE
05/26/2020 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
WI
07/28/1982 - 05/14/2018
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
IA
Issued 01/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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