Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kathleen Rea is a financial advisor in Chesterfield, Missouri. She has been in the industry since November 2004. Rea is registered with Edward Jones and has held previous registrations with NYLIFE Securities Inc. She is licensed to conduct business in Missouri. Rea has passed a number of industry exams, including the Uniform Combined State Law Examination (Series 66), the Uniform Securities Agent State Law Examination (Series 63), the General Securities Principal Examination (Series 24), the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Rea has also been involved with the Vinings Business Association.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
10/18/2017 - Present
Edward Jones (Chesterfield MO)
NY
11/05/2004 - 05/09/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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