Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Benoit Wallace is a financial professional registered with Charles Schwab & CO., Inc. in Birmingham, Alabama. Julie has been in the financial industry since 2019. Previously, Julie worked with CONCOURSE FINANCIAL GROUP SECURITIES, INC. in Birmingham. Julie is a Series 7TO and SIE licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AL
02/13/2024 - Present
Charles Schwab & CO., Inc. (Birmingham AL)
AL
05/29/2019 - 01/26/2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Birmingham AL)
BC
Issued 05/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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