Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Escobar is a financial advisor with Fidelity Brokerage Services LLC. Julie has been in the industry since June 1, 2001. She has a Series 7 and Series 63 license. She is also a Series 9 and Series 10 principal. Julie is registered in Massachusetts, Texas, and Utah. Prior to joining Fidelity Brokerage Services LLC, Julie worked at Morgan Stanley.
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
UT
01/15/2016 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
04/01/2010 - 01/04/2016
MORGAN STANLEY (SOUTH JORDAN UT)
RI
12/15/1993 - 10/23/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 01/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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