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Julie Burger

Wells Fargo Securities, LLC

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About Julie Burger

Julie Burger is a financial professional with over 14 years of experience in the industry. Julie is currently registered with Wells Fargo Securities, LLC and has been with them since 2011. Prior to this, Julie worked at a number of other firms including Samuel A Ramirez & Co., Inc., Banc of America Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Julie is licensed to sell securities in all 50 states and the District of Columbia.

Firm Information

Julie Burger is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julie Burger’s Registration & Firm History

NY

10/11/2011 - Present

Wells Fargo Securities, LLC (New York NY)

NY

05/19/2009 - 09/14/2011

SAMUEL A RAMIREZ & CO., INC. (NEW YORK NY)

NY

08/05/2008 - 05/18/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

03/16/2009 - 04/15/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2022

Series 24 - General Securities Principal Examination

BC

Issued 09/24/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Julie Burger.
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