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 Tasch is a financial professional with over 6 years of experience in the industry. Julie holds Series 7, 9, 10, and 63 licenses and is registered in Kentucky, Massachusetts, Ohio, Texas, and Utah. Julie works for Fidelity Brokerage Services LLC and is located in the Covington, Kentucky branch office.
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
KY
12/22/2017 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 01/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Julie Tasch is the right advisor for you? Invested Better is here to help.
