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Julie Christine Messer

Virtus Investment Advisers, Inc.

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About Julie Christine Messer

Julie Christine Messer is a financial professional with over 20 years of experience in the investment industry. She is currently registered as an Investment Advisor Representative with Virtus Investment Advisers, Inc., a firm specializing in providing investment management services for investment companies. Previously, Julie Christine Messer has worked with other prominent firms like Wachovia Securities, LLC and Salomon Smith Barney Inc. Julie Christine Messer holds various licenses and certifications including Series 63, Series 65, Series 7 and Series 24. Her professional journey demonstrates a strong commitment to the financial industry and a focus on providing tailored investment advice.

Firm Information

Julie Messer is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Messer’s Registration & Firm History

CT

04/17/2012 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

MO

03/18/2002 - 11/01/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

09/08/2000 - 03/26/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/16/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Christine Messer.
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