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 Vavra Daley is an active investment advisor representative who has been working in the financial industry since August 6, 2003. Julie is currently registered with LPL Financial LLC and has offices in St. Clairsville, Ohio. Julie has a history of working in the financial industry, including previous roles with Securities America, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Raymond James Financial Services, Inc., NYLIFE Securities Inc., and PRUCO Securities, LLC. Julie has experience providing investment advice and financial planning services to individuals, families, corporations, and institutions.
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.
Consulting and other non-discretionary advisory services
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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2
OH
01/08/2024 - Present
LPL Financial LLC (ST. CLAIRSVLLE OH)
WV
11/01/2018 - 04/10/2023
SECURITIES AMERICA, INC. (Wheeling WV)
OH
01/23/2015 - 11/12/2018
LPL FINANCIAL LLC (ST. CLAIRSVILLE OH)
OH
04/23/2013 - 02/02/2015
J.P. MORGAN SECURITIES LLC (STEUBENVILLE OH)
OH
03/09/2012 - 04/16/2013
LPL FINANCIAL LLC (MARTINS FERRY OH)
OH
08/04/2010 - 03/20/2012
CHASE INVESTMENT SERVICES CORP. (STEUBENVILLE OH)
OH
01/27/2006 - 07/30/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (POWELL OH)
NY
02/02/2004 - 01/24/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
07/08/2002 - 01/15/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 11/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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