Unclaimed
Julie Bharwani is a financial professional with over 25 years of experience in the financial services industry. Julie currently works at Farmers Financial Solutions, LLC as a registered representative, and is licensed in the state of California. Julie has held previous positions with several firms including Investors Brokerage Services, Inc., Washington Square Securities, Inc., and Pruco Securities Corporation. Julie has demonstrated a commitment to the financial services industry by passing multiple industry exams, including the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Uniform Securities Agent State Law Examination.
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.
1
2
CA
06/14/2021 - Present
Farmers Financial Solutions, LLC (FREMONT CA)
CA
01/06/2009 - 06/14/2021
FARMERS FINANCIAL SOLUTIONS, LLC (FREMONT CA)
CA
09/06/2000 - 12/10/2008
FARMERS FINANCIAL SOLUTIONS, LLC (FREMONT CA)
IL
12/01/1999 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
CT
01/07/1998 - 12/21/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
02/10/1995 - 05/01/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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