Unclaimed
Julie Williams is a financial professional with over 10 years of experience in the industry. Currently, Julie is registered with PNC Capital Markets LLC as a registered representative in the state of Michigan. Prior to joining PNC Capital Markets LLC, Julie was with J.P. Morgan Securities LLC. Julie is a licensed Series 63, 24, SIE, and 79 representative. Julie is licensed to sell securities in 51 states.
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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2
MI
10/09/2015 - Present
PNC Capital Markets LLC (GRAND RAPIDS MI)
IL
06/08/2012 - 08/27/2015
J.P. MORGAN SECURITIES LLC (Naperville IL)
BC
Issued 09/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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