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 Karr is a registered representative with Loop Capital Markets LLC and has been working in the financial industry since April 5, 1988. Julie is licensed to conduct business in several states and is registered with FINRA. Previously, Julie worked at Gardner Rich & Company, Hamilton Investments, Inc. and Bear, Stearns & Co. Inc.
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.
Transition management services/equity research 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.
Negotiated fees for research services
1
2
IL
03/23/1999 - Present
Loop Capital Markets LLC (CHICAGO IL)
IL
03/09/1995 - 02/01/1999
GARDNER RICH & COMPANY (CHICAGO IL)
NA
08/18/1987 - 09/06/1994
HAMILTON INVESTMENTS, INC.
NA
02/21/1989 - 04/01/1991
HAMILTON INVESTMENTS, INC.
NA
11/21/1988 - 01/28/1989
BEAR, STEARNS & CO. INC.
BC
Issued 01/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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