Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Mekhail is a financial advisor with over 14 years of experience in the financial services industry. Julie is currently registered with LPL Financial LLC and has held previous positions at Ameriprise Financial Services, LLC and Edward Jones. Julie holds the Series 66, Series 7, and SIE licenses and has been registered in 16 states. Julie is a Registered Representative and Investment Advisor Representative and specializes in providing financial planning, investment management, and other advisory services to a wide range of clients. Julie is dedicated to helping her clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
03/23/2023 - Present
LPL Financial LLC (MYAKKA CITY FL)
FL
03/31/2017 - 03/27/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Sarasota FL)
FL
02/04/2009 - 04/03/2017
EDWARD JONES (LAKEWOOD RANCH FL)
BOTH
Issued 02/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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