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Julie Ferguson Paquette

Clarendon Insurance Agency, Inc.

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About Julie Ferguson Paquette

Julie Ferguson Paquette is a financial advisor registered with Clarendon Insurance Agency, Inc. Julie has been in the financial services industry since 1998. Julie has passed the Series 7, Series 63, and SIE exams. Julie's previous employers include Symetra Securities, Inc., Emerson Equity LLC, Democracy Funding LLC, Cabot Lodge Securities LLC, Realty Capital Securities, LLC, Jackson National Life Distributors LLC, Directed Services, Inc., Planco Financial Services, Inc., Charles Schwab & Co., Inc., Interstate/Johnson Lane Corporation, and John Nuveen & Co., Incorporated.

Firm Information

Julie Paquette is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julie Paquette’s Registration & Firm History

MA

09/27/2021 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

WA

03/23/2020 - 09/09/2021

SYMETRA SECURITIES, INC. (BELLEVUE WA)

CA

11/02/2017 - 09/10/2019

EMERSON EQUITY LLC (SAN MATEO CA)

NY

01/24/2017 - 07/20/2017

DEMOCRACY FUNDING LLC (New York NY)

IL

02/05/2016 - 12/02/2016

CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)

NY

04/22/2009 - 11/13/2015

REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)

TN

11/10/2003 - 05/08/2008

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

PA

08/15/2001 - 11/04/2003

DIRECTED SERVICES, INC. (WEST CHESTER PA)

CT

04/29/1999 - 05/01/2001

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

TX

05/30/1997 - 04/22/1999

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NC

04/09/1996 - 05/16/1997

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

IL

01/26/1996 - 03/21/1996

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

BC

Issued 05/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ferguson Paquette.
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