Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ellen Capuder is a financial professional with over 10 years of experience in the industry. Julie currently works with LPL Enterprise, LLC and is licensed to provide financial services in Kentucky and South Carolina. Previously, Julie has worked for a number of firms including Fundopolis Securities, LLC, Growth Capital Services, Inc., T Capital Funding, LLC, FirstMerit Securities, Inc., Questor Capital Corporation, Primevest Financial Services, Inc., A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. Julie has passed a number of industry exams including the Series 63, 7, 14, 22TO, 24, 82TO, 99TO, and SIE exams. Julie offers a range of financial services including portfolio management, financial planning, and consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
SC
04/25/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
MA
11/09/2022 - 01/31/2023
FUNDOPOLIS SECURITIES, LLC (WINCHESTER MA)
DE
08/31/2021 - 09/07/2021
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
FL
02/24/2013 - 07/30/2020
T CAPITAL FUNDING, LLC (ALTAMONTE SPRINGS FL)
OH
10/07/2004 - 12/17/2004
FIRSTMERIT SECURITIES, INC. (AKRON OH)
MN
01/06/2003 - 11/11/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
11/19/2001 - 12/02/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MO
07/09/1999 - 05/09/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/14/1998 - 01/12/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 12/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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