Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Barto is a financial professional with over 2 years of experience in the industry. Julie is registered to provide securities and investment advice in all 50 states and the District of Columbia through Fidelity Brokerage Services LLC. Julie holds a Series 7, 63, 9, 10 and SIE license.
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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NC
08/02/2022 - Present
Fidelity Brokerage Services LLC (RALEIGH NC)
BC
Issued 08/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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