Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Herrmann is a financial professional with over 20 years of experience in the financial services industry. Julie is currently registered with Fidelity Brokerage Services LLC in Covington, Kentucky. Julie is a Series 7, 9, 10, 66 and SIE licensed professional. Julie's prior experience includes roles at Fidelity Brokerage Services LLC and Winebrenner Capital Partners, LLC.
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.
1
2
KY
02/22/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
08/10/2001 - 03/02/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
11/30/2000 - 04/09/2001
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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