Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Izzo Wander is a registered representative with J.p. Morgan Securities LLC. Julie has been in the securities industry since 1999. Currently, Julie holds licenses in Ohio and Indiana. Julie's previous experience includes employment with CHASE INVESTMENT SERVICES CORP., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIFTH THIRD SECURITIES, INC., and BANC ONE SECURITIES CORPORATION. Julie holds licenses in Ohio and Indiana. Julie has a long history of experience in providing investment advice and financial planning services. Julie works with clients to create personalized financial plans that are tailored to their specific needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
12/04/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
02/15/2008 - 08/17/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DUBLIN OH)
OH
03/23/2004 - 02/21/2008
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
IL
03/31/1999 - 04/06/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2011
Series 4 - Registered Options Principal Examination
BC
Issued 06/21/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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