Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Logsden mellor has been in the financial industry since 1998. She is currently registered with LPL Financial LLC and has a Series 6, 63, and 65 license. Julie previously worked at SAGEPOINT FINANCIAL, INC., and SUNAMERICA SECURITIES, INC.. Julie specializes in working with individual investors, corporations or other businesses, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Julie is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
10/16/2019 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
10/31/2005 - 10/25/2012
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
AZ
10/27/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 02/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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