Unclaimed
Julie Ann Meggers is a financial advisor with over 20 years of experience in the industry. Julie has been registered with FINRA since 2003. Julie has held a Series 66 license since 2003, a Series 3 license since 2003, and a Series 7 license since 2003. Julie is currently registered with Pimco Investments LLC and is based in Newport Beach, California. Previously, Julie was employed by Allianz Global Investors Distributors LLC. Julie has experience in securities, commodities and investment advisory 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.
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.
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2
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
10/13/2003 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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