Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kozelian is a financial professional with Fidelity Brokerage Services LLC. Julie has been in the financial services industry for over 4 years. She is a Series 7TO and Series 63 licensed representative. Julie holds the Series 24 General Securities Principal Examination qualification.
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.
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2
MA
02/08/2019 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 05/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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