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 Morowitz is a financial advisor who has been working in the industry since August 19, 1996. She is currently registered with David Lerner Associates, Inc. and has been with the firm since October 15, 2001. Julie has passed the Series 7, Series 63 and SIE exams and is registered in Connecticut, Florida, New Jersey, New York, and Texas. She was previously registered with Fahnestock & Co., Inc. and E. F. Hutton & Company Inc.
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
NY
10/15/2001 - Present
David Lerner Associates, Inc. (SYOSSET NY)
NY
08/12/1988 - 10/20/1992
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
05/21/1987 - 05/05/1988
E. F. HUTTON & COMPANY INC
BC
Issued 12/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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