Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie F. Billings is a financial professional with over 30 years of experience in the financial services industry. Julie currently works at Raymond James & Associates, Inc. Julie has held positions with several firms, including Cleveland Research Company LLC, Sanctuary Securities, Inc., GWFS Equities, Inc., Commonwealth Financial Network, Investments for You, Inc., RBC DAIN RAUSCHER INC., Funds Distributor, Inc., LPM Investment Services, Inc, TriCorp Securities, LTD., Prudential-Bache Securities Inc., IDS Marketing Corporation, and Olde & Co., Incorporated. Julie is registered with the state of Missouri for both securities and investment advisory 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/10/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
OH
09/12/2022 - 11/20/2023
CLEVELAND RESEARCH COMPANY LLC (CLEVELAND OH)
MO
10/22/2021 - 05/06/2022
SANCTUARY SECURITIES, INC. (Springfield MO)
CO
07/30/2015 - 10/22/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MO
01/17/2014 - 01/08/2015
COMMONWEALTH FINANCIAL NETWORK (SPRINGFIELD MO)
OH
05/18/2005 - 01/02/2014
INVESTMENTS FOR YOU, INC. (MARYSVILLE OH)
NY
01/09/2003 - 08/01/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
ME
05/04/2000 - 09/12/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
FL
11/11/1993 - 05/01/2000
LPM INVESTMENT SERVICES, INC (PALM BEACH FL)
NA
11/15/1988 - 12/16/1991
TRICORP SECURITIES, LTD.
NA
09/12/1987 - 07/28/1988
PRUDENTIAL-BACHE SECURITIES INC.
NY
02/21/1985 - 07/28/1988
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
08/14/1984 - 10/31/1984
IDS MARKETING CORPORATION
NA
05/30/1984 - 06/15/1984
OLDE & CO., INCORPORATED
BOTH
Issued 10/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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