Unclaimed
Julie L'herault is a financial professional with over 6 years of experience in the financial services industry. Julie is currently registered with Equitable Distributors, LLC in Charlotte, NC. Prior to joining Equitable Distributors, LLC, Julie worked at The Leaders Group, Inc. and AXA Distributors, LLC. Julie is licensed to sell securities in Minnesota. Julie holds the Series 6, Series 63, and SIE licenses.
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
NC
02/24/2022 - Present
Equitable Distributors, LLC (Charlotte NC)
CO
11/24/2020 - 02/11/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
12/19/2015 - 11/29/2018
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
BC
Issued 01/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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