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 Mercadel is a financial professional with over 20 years of experience in the securities industry. Julie Ann is registered with the state of California as a broker and an investment advisor representative. Julie Ann has a Series 6, Series 63, and a SIE license. Julie Ann is currently employed with PFS Investments Inc. As a financial advisor at PFS Investments Inc. Julie Ann helps individuals and families develop and implement financial plans. Julie Ann specializes in helping clients achieve their investment goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/19/2001 - Present
PFS Investments Inc. (UPLAND CA)
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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