Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Greenwood is a registered representative with Fidelity Brokerage Services LLC. Julie has been in the industry since 1999. Julie holds the Series 6, Series 7, and SIE licenses. Julie has been registered in 53 states and the District of Columbia. Previously, Julie was registered with GWFS Equities, Inc. and Putnam Retail Management Limited Partnership.
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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2
TX
08/13/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
MA
01/02/2015 - 07/06/2021
GWFS EQUITIES, INC. (ANDOVER MA)
MA
01/19/1999 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 01/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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