Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Becker Gordon is a financial advisor with Needham & Company, LLC. Julie has been working in the financial industry since 2012, and has extensive experience in the investment industry. Julie is currently licensed in the state of New York, and has a Series 7, Series 63, and a SIE licenses. In addition to her New York registration, Julie has also obtained registrations in 48 other states. She was previously employed at Jefferies LLC.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
04/19/2018 - Present
Needham & Company, LLC (NEW YORK NY)
NY
07/30/2012 - 04/03/2018
JEFFERIES LLC (NEW YORK NY)
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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