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Julie Harkinshin Bharwani

Farmers Financial Solutions, LLC

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About Julie Harkinshin Bharwani

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.

Firm Information

Julie Bharwani is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julie Bharwani’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Julie Harkinshin Bharwani. Review regulatory record here.
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