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Julie Jourden Seely

T.r. Winston & Company, LLC

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About Julie Jourden Seely

Julie Jourden Seely is a financial professional with over 28 years of experience in the industry. She has held the Series 7, Series 99TO and SIE licenses since November 14, 1994, October 1, 2018 and January 2, 2023 respectively. Julie is currently registered with T.r. Winston & Company, LLC. She has a strong track record of providing financial advice to clients.

Firm Information

Julie Seely is currently registered with T.r. Winston & Company, LLC. T.r. Winston & Company, LLC is a Limited Liability Company formed in August 2003. The firm is registered in all 50 states and the District of Columbia. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julie Seely’s Registration & Firm History

NH

11/15/1994 - Present

T.r. Winston & Company, LLC (FRANCONIA NH)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Julie Jourden Seely.
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