Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Geraci is an investment advisor representative with Thornburg Investment Management Inc. located in Santa Fe, NM. Julie has over 30 years of experience in the financial services industry. Julie is registered with FINRA and is a Registered Investment Advisor in New Mexico. Julie Geraci’s previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Chicago NBD Investment Services, Inc., Rothschild Investment Corporation, Everen Securities, Inc., Prudential Securities Incorporated, Morgan Stanley & Co., Incorporated, Kemper Securities Group, Inc., and Salomon Brothers Inc. Julie Geraci has passed Series 63, 65, 7, 24, and SIE exams. Julie Geraci is a specialist in the following areas: Mutual Funds and Variable Annuities, Fixed Annuities, Equity, Options, and Retirement Planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NM
04/11/2011 - Present
Thornburg Investment Management Inc. (SANTA FE NM)
NY
02/03/1998 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
03/25/1997 - 01/09/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
05/05/1995 - 09/05/1996
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
MO
04/16/1993 - 04/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
12/21/1992 - 01/18/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/13/1991 - 05/15/1992
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
MO
06/25/1991 - 10/11/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
10/25/1989 - 04/12/1991
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 03/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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