Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Cook Elsea is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 10 years of experience in the financial services industry. Julie is registered with the state of Tennessee and Texas and holds the Series 66, Series 63, Series 7 and SIE licenses. Julie specializes in working with individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. Julie provides a variety of financial advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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
TN
03/03/2021 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
TN
03/26/2012 - 03/01/2021
RAYMOND JAMES & ASSOCIATES, INC. (CHATTANOOGA TN)
BOTH
Issued 01/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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