Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Wong is a financial professional with over 18 years of experience in the industry. She holds a Series 7, Series 24, Series 63, Series 79 and SIE licenses and is registered with FINRA and the state of Florida. She is currently employed at Bentallgreenoak Real Estate US LLC, where she has been working since 2012. Previously, Julie worked at MORGAN STANLEY & CO. INCORPORATED for six years. Julie has a proven track record of success in the financial services industry.
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
FL
02/09/2012 - Present
Bentallgreenoak Real Estate US LLC (MIAMI BEACH FL)
NY
09/22/2004 - 07/07/2010
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 03/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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