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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Gerstmayr Kelly is a financial advisor with Edward Jones. Julie has been in the industry since 2004 and is registered with both FINRA and the state of North Carolina. Julie holds Series 7, Series 66, and Series 24 licenses. She is also registered as an investment advisor representative in Texas. In addition to her work with Edward Jones, Julie also maintains a property in Bryantown, North Carolina, and volunteers as a teacher at Olli Learning Center at Duke. Julie has experience working with a variety of clients, including individuals, businesses, and charitable organizations. She provides a range of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
01/04/2019 - Present
Edward Jones (DURHAM NC)
GA
06/26/2007 - 06/28/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (ATLANTA GA)
NJ
09/30/2004 - 04/13/2007
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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