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 Lush is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Julie has been in the financial industry for over 14 years and has a strong understanding of the investment landscape. With her experience, she has built a reputation for providing personalized financial advice to a range of clients, including high-net-worth individuals, corporations, and institutions. She is committed to helping individuals and families achieve their financial goals. Julie specializes in a wide range of financial services including investment management, financial planning, and retirement planning.
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.
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.
Investment consulting services to 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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KY
12/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LEXINGTON KY)
KY
05/06/2009 - 11/26/2010
J.P. MORGAN SECURITIES LLC (LEXINGTON KY)
BC
Issued 05/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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