Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kandel-pogue has been in the financial services industry since October 2, 2002. Julie is currently registered with Morgan Stanley in Florida and Texas. Julie has worked for several well-known financial institutions throughout her career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Morgan Stanley Smith Barney LLC. Julie offers a wide range of financial services, including portfolio management, financial planning, and pension consulting. Julie is committed to providing her clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/23/2019 - Present
Morgan Stanley (Pensacola FL)
FL
11/16/2009 - 07/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
MA
04/01/1998 - 07/20/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
12/24/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 03/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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