Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kay Fox is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in ORLANDO, FL. Julie has been in the industry since June 1999 and is a registered representative (Series 7 and Series 66) and also holds a Series 9 and Series 10 licenses as well as the SIE exam. Julie is a licensed financial advisor in 53 states and the District of Columbia. Prior to joining Merrill Lynch, Julie worked at HIGHTOWER SECURITIES, LLC in PALM BEACH GARDENS, FL.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/28/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLANDO FL)
FL
12/12/2008 - 03/23/2010
HIGHTOWER SECURITIES, LLC (PALM BEACH GARDENS FL)
FL
06/15/2000 - 12/16/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
BOTH
Issued 6/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/6/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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