Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Helms Lancaster is a financial advisor at Truist Advisory Services, Inc., working in the Wilmington, North Carolina office. Julie has been in the financial services industry since 1994. Previously, Julie worked at BB&T Securities, LLC, BB&T Investment Services, Inc., SunTrust Investment Services, Inc., Banc of America Investment Services, Inc., NationsSecurities, and Merrill Lynch. Julie has a wide range of experience and focuses on providing investment advice and financial planning for a variety of clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
11/02/2023 - Present
Truist Advisory Services, Inc. (WILMINGTON NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
02/19/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WILMINGTON NC)
NC
09/08/2006 - 09/27/2010
SUNTRUST INVESTMENT SERVICES, INC. (WILMINGTON NC)
NC
01/01/1998 - 09/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (WILMINGTON NC)
NA
04/07/1994 - 01/01/1998
NATIONSSECURITIES
NY
02/14/1994 - 04/15/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Lancaster is the right advisor for you? Invested Better is here to help.
