Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Seeley is a registered representative with PFS Investments Inc., located in FAIRLAWN, OH. Julie has been in the financial services industry since 2005. Julie holds a Series 6, Series 26 and Series 63 license. Julie also has an active IA registration in Ohio. Julie is a financial professional with experience in providing financial advice to individuals, corporations, and charitable organizations. Julie offers a wide range of financial products and services to meet the diverse needs of their 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.
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.
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OH
11/01/2017 - Present
PFS Investments Inc. (FAIRLAWN OH)
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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