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 Rozen is a financial professional with over 20 years of experience in the financial services industry. Julie is currently registered with Fidelity Distributors Co. LLC, Fidelity Prime Financing, Digital Brokerage Services LLC, Green Pier Fintech LLC, National Financial Services LLC and Fidelity Brokerage Services LLC. Julie has a Series 27 - Financial and Operations Principal Examination and has been active in the industry since 12/12/2022.
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.
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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2
MA
04/17/2023 - Present
Fidelity Distributors Co. LLC (BOSTON MA)
BC
Issued 12/12/2022
Series 27 - Financial and Operations Principal Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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