Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Day is a registered representative with Pacific Select Distributors, LLC. Julie has been in the financial industry since March 4, 2023. Julie is licensed to sell securities in Texas. Julie holds Series 7TO, Series 63 and SIE licenses. Before joining Pacific Select Distributors, LLC, Julie worked at Charles Schwab & Co., 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.
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CA
09/18/2023 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
TX
02/21/2023 - 09/05/2023
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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