Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Dabbert Bartley is a financial advisor with Equitable Advisors, LLC, and has been in the industry since June 1999. Julie is licensed in 8 states: California, Colorado, Florida, Georgia, Montana, North Carolina, Ohio, and Texas. Julie has the Series 63, Series 65, Series 7 and Series 24 licenses and has earned the Securities Industry Essentials (SIE) Exam designation. Julie's prior firm was The Equitable Life Assurance Society of the United States, which she was registered with from June 1999 to January 2000. In addition to being a financial advisor, Julie is also a CPA, President and Owner of J.D. Bartley, CPA, PA, and Sole Proprietor of Conjulie Bartley Property Management. Julie also owns her own Real Estate business.
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.
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
FL
04/25/2018 - Present
Equitable Advisors, LLC (LAKEWOOD RANCH FL)
NY
06/24/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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