Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Clarkson Mullikin is a financial advisor at Raymond James Financial Services Advisors, Inc. Julie has been in the financial services industry since 2006. Julie holds Series 6, 7, 24, 63, and 65 licenses. Julie is a Certified Financial Planner and is registered to offer investment advice in South Carolina. Julie has experience providing financial planning, portfolio management, and other investment-related services to individuals, corporations, and other institutions. Julie is committed to helping her clients achieve their financial goals. In addition to her work at Raymond James, Julie serves on the Endowment Board of Buncombe Street Methodist Church.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
09/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (Easley SC)
SC
01/02/2018 - 03/02/2020
BB&T SECURITIES, LLC (MT. PLEASANT SC)
AL
10/31/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HOMEWOOD AL)
SC
04/04/2006 - 10/12/2006
WACHOVIA SECURITIES, LLC (GREENVILLE SC)
IA
Issued 12/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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