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 Smith is a financial advisor with Corebridge Capital Services, Inc. in Houston, TX. Julie has been in the financial services industry since 2007. Julie's previous experience includes working for PRUCO SECURITIES, LLC., STATE FARM VP MANAGEMENT CORP. and Chase Investment Services Corp. Julie has a Series 7 and Series 66 licenses.
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
TX
09/12/2014 - Present
Corebridge Capital Services, Inc. (HOUSTON TX)
TX
07/25/2013 - 08/15/2014
PRUCO SECURITIES, LLC. (TOMBALL TX)
IL
09/21/2012 - 04/16/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
12/07/2006 - 08/14/2012
CHASE INVESTMENT SERVICES CORP. (CYPRESS TX)
CA
09/08/2006 - 01/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ROSEVILLE CA)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Smith is the right advisor for you? Invested Better is here to help.
