Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ivory Bristow is a financial advisor with Truist Investment Services, Inc. in Charlotte, NC. Julie has been in the industry since 2002 and has experience with a variety of financial products and services. She holds the Series 6, 7, 26, 63, 99TO and SIE licenses. Julie has worked with several other firms throughout her career, including Brighthouse Securities, LLC, Metlife Investors Distribution Company, P.J. Robb Variable Corporation, SunTrust Investment Services, Inc., and Wachovia Securities, Inc.
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.
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2
NC
08/07/2024 - Present
Truist Investment Services, Inc. (CHARLOTTE NC)
NC
03/06/2017 - 06/11/2024
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
02/24/2015 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
05/03/2012 - 02/10/2015
P.J. ROBB VARIABLE CORPORATION (CHARLOTTE NC)
VA
02/21/2003 - 12/31/2011
SUNTRUST INVESTMENT SERVICES, INC. (NORFOLK VA)
MO
06/15/2002 - 02/19/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/07/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 03/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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