Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie McCallister is a financial advisor with Benjamin F. Edwards & Company, Inc., based in ST. LOUIS, MO. Julie has been in the financial industry for over 25 years and holds a Series 7, Series 9, Series 10, Series 63, Series 99TO, and SIE license. Julie also holds a Series 8, which she obtained in 1998. Julie is registered with FINRA and the state of Missouri, as well as Arkansas, Connecticut, Indiana, Louisiana, Maryland, Massachusetts, Mississippi, New Hampshire, New Jersey, New York, Ohio, Texas, and Utah. Prior to joining Benjamin F. Edwards & Company, Inc., Julie worked at WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, 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.
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.
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
MO
01/12/2010 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 01/21/2010
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
08/21/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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