Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Sandmann is a financial advisor with over 20 years of experience in the financial services industry. Julie is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2013. Julie has previously worked for Fidelity Investments Institutional Services Company, Inc. Julie is licensed to sell securities in all 50 states. Julie's areas of expertise include general securities and investment company products/variable contracts.
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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KY
07/29/2013 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
01/01/2008 - 03/13/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
09/20/1996 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 08/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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New York Stock Exchange
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