Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Chapin is a financial professional with over 20 years of experience in the industry. Julie is currently registered with CU Investment Solutions LLC in Saint Louis, Missouri. Julie is a Series 7 and Series 63 licensed professional, as well as holding the SIE designation. Julie specializes in providing non-discretionary investment advisory services to institutional clients.
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.
Non discretionary investment advisory for institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
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MO
10/18/2002 - Present
CU Investment Solutions LLC (ST. LOUIS MO)
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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