Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Elizabeth McCormick is a financial advisor at MML Investors Services, LLC. Julie has been in the industry since 2016 and has a wide range of experience in financial planning, portfolio management, and investment advice. Julie is also a Certified Financial Planner™ professional. Julie has offices in Brentwood, TN and Nashville, TN and holds licenses in multiple states including Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Texas, Virginia and Washington.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TN
05/24/2021 - Present
MML Investors Services, LLC (BRENTWOOD TN)
TN
07/02/2016 - 01/06/2017
WADDELL & REED (MEMPHIS TN)
BOTH
Issued 12/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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