Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Gaykian Hamory is a financial advisor at Wells Fargo Clearing Services, LLC with over 25 years of experience in the industry. Julie has been registered with the firm since February 2013 and has a diverse background in financial services. Julie has held previous positions at Morgan Stanley and Citigroup Global Markets Inc. She specializes in providing investment advice to a variety of clients, including individuals, corporations, and charitable organizations. Julie is committed to helping her clients achieve their financial goals through personalized financial planning and investment management strategies.
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.
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.
Investment consulting services to institutional clients
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
CA
11/12/2024 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
06/01/2009 - 03/07/2013
MORGAN STANLEY (FRESNO CA)
CA
03/26/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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