Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Caryn Segal is a financial advisor at Lion Street Financial, LLC, a firm based in Atlanta, Georgia. Julie has been in the financial services industry since 1994 and has worked for several firms, including FSC Securities Corporation, Morgan Stanley DW Inc., Salomon Smith Barney Inc., and Raymond James & Associates, Inc. Julie is registered in Georgia and holds the Series 63, Series 7 and SIE licenses.
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.
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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2
GA
07/27/2018 - Present
Lion Street Financial, LLC (Atlanta GA)
GA
10/25/2004 - 07/31/2018
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
06/03/2002 - 10/19/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/07/1997 - 06/04/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
09/29/1993 - 08/26/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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