Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kanedy is a financial advisor with LPL Financial LLC. Julie has been working in the financial services industry since 1995. She has a wide range of experience, including previous roles with Charles Schwab & Co., Inc. and Linsco/Private Ledger Corp. Julie is registered with FINRA as a Series 63, Series 7, Series 9, and Series 10 representative. She has experience providing financial planning and consulting services to individuals, corporations, and pension plans. Julie is located in Fishers, IN and serves clients in Indiana.
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
IN
05/30/2003 - Present
LPL Financial LLC (FISHERS IN)
TX
11/08/1995 - 04/09/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
SC
04/25/1995 - 10/26/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 05/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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