Unclaimed
Julie Bradshaw is an investment advisor representative who is registered with Fifth Third Securities, Inc. Julie has been in the financial services industry since 2020. Julie's experience includes working for Fifth Third Bank and Angie's List. Julie is licensed in Indiana and has passed the Series 63, Series 65 and Series 6TO exams. Julie specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and retirement plans.
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.
1
2
IN
08/26/2024 - Present
Fifth Third Securities, Inc. (NASHVILLE IN)
IA
Issued 8/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/6/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Julie Bradshaw is the right advisor for you? Invested Better is here to help.