Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Grice is a financial advisor who has been in the industry since November 1994. Julie is currently registered with Raymond James & Associates, Inc. and has been with the firm since July 2023. Previously, Julie worked at STEPHENS from January 2009 to July 2023. Julie offers a variety of financial services to individuals, businesses, and institutions. These include financial planning, portfolio management, and selection of other advisors. Julie is committed to helping 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.
Please see note in schedule d - miscellaneous
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
MS
07/19/2023 - Present
Raymond James & Associates, Inc. (RIDGELAND MS)
MS
01/14/2009 - 07/31/2023
STEPHENS (RIDGELAND MS)
MS
01/23/2002 - 01/15/2009
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
NJ
08/14/2000 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/07/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1995
Series 3 - National Commodity Futures Examination
BC
Issued 11/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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