Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kayser is a financial advisor with Wells Fargo Clearing Services, LLC. Julie has been in the financial services industry since 2008 and has a strong track record of success. Julie is a registered representative in Ohio and Texas. She holds the Series 7, Series 31, Series 66, and SIE licenses. Julie has a commitment to providing comprehensive financial planning and investment management services to her clients. Her focus is on helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/22/2016 - Present
Wells Fargo Clearing Services, LLC (DUBLIN OH)
OH
06/01/2009 - 02/05/2016
MORGAN STANLEY (DUBLIN OH)
OH
07/09/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DUBLIN OH)
BOTH
Issued 06/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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