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Julie Ann Williams

PNC Capital Markets LLC

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About Julie Ann Williams

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.

Firm Information

Julie Williams is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julie Williams’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Williams.
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