Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Bailey is a financial advisor with over 20 years of experience in the industry. Julie has been registered with Wells Fargo Advisors Financial Network, LLC since June 2024. Prior to that, Julie was with UBS Financial Services Inc. for 10 years. Julie has a wide range of experience in providing financial advice to individuals, businesses, 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.
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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GA
06/24/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
01/13/2014 - 07/03/2024
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
06/01/2009 - 01/22/2014
MORGAN STANLEY (ATLANTA GA)
GA
12/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
10/27/2006 - 12/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
04/07/2005 - 09/05/2006
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NY
01/17/2003 - 06/07/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
02/14/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 07/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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