Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lavelle is a financial advisor with over 20 years of experience in the financial services industry. Julie is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2018. Prior to joining Fidelity, Julie held positions at Morgan Stanley DW Inc. and Banc of America Securities LLC. Julie holds a variety of licenses and certifications, including the Series 3, 7, 31, 63, and 65 exams. Julie is also a member of the Financial Industry Regulatory Authority (FINRA) and is registered with the Securities and Exchange Commission (SEC). Julie specializes in providing financial planning and investment management services to individuals, families, and businesses. Julie has a strong commitment to providing her clients with personalized service and customized solutions to meet 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/03/2003 - 03/03/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/10/2000 - 03/04/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 03/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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