Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Melrose is a financial advisor with Steward Partners Investment Solutions, LLC. Julie has been in the industry since 2019 and is licensed in Michigan and Virginia. Julie has a Series 7TO, Series 63 and SIE. Julie previously worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. in St. Petersburg, Florida.
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
OR
03/15/2024 - Present
Steward Partners Investment Solutions, LLC (PORTLAND OR)
FL
05/07/2021 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/13/2020 - 05/14/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/30/2019 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 11/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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