Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Anne Cord is a financial advisor with over 10 years of experience in the industry. Julie currently holds a Series 6, 7, 63, and SIE license. Julie is a Certified Financial Planner and Chartered Financial Consultant. Julie is registered to provide advisory services in Georgia, Indiana, Maryland, Michigan, North Carolina, Ohio, South Carolina, and Texas. Julie is affiliated with Eagle Strategies LLC. Julie has a broad range of experience working with high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm offers a variety of services, including financial planning, educational seminars, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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SC
08/29/2024 - Present
Eagle Strategies LLC (FLORENCE SC)
BC
Issued 6/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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