Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Holloway is a financial advisor with Private Client Services, LLC. Julie has been in the financial services industry since May 29, 2004. Julie specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Julie is licensed to provide investment advice in 49 states and the District of Columbia.
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.
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.
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
MO
05/28/2019 - Present
Private Client Services, LLC (Creve Coeur MO)
MO
04/27/2018 - 05/28/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
05/16/2012 - 08/08/2017
DETALUS SECURITIES, LLC (ST. LOUIS MO)
MO
07/20/2006 - 06/30/2010
EQUITY CONCEPTS, INC. (SUNSET HILLS MO)
MO
01/02/2003 - 08/22/2006
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
MO
10/26/2001 - 12/31/2002
CLAYTON SECURITIES SERVICES, INC. (CLAYTON MO)
BC
Issued 03/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Holloway is the right advisor for you? Invested Better is here to help.
