Unclaimed
Julie Bradshaw is a registered representative and investment advisor representative associated with Fifth Third Securities, Inc. Julie Bradshaw's firm, Fifth Third Securities, Inc., has reported regulatory assets under management (AUM) of $7,982,892,401, which are held at the firm. Julie Bradshaw has been in the securities industry for 3 years and 8 months.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
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IN
08/26/2024 - Present
Fifth Third Securities, Inc. (NASHVILLE IN)
IA
Issued 08/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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