Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie McMorrow is a financial advisor with Avalon Wealth Advisory, Inc., with over 20 years of experience. Julie McMorrow has a strong background in financial planning and portfolio management, helping individuals achieve their financial goals. She is a Certified Financial Planner and holds the Series 7, 24 and 63 securities licenses. She has previously worked with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, J.J.B. Hilliard, W.L. Lyons, Inc., and City Securities Corporation. Julie McMorrow is currently registered in Indiana and Florida.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
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2
IN
07/19/2004 - Present
Avalon Wealth Advisory, Inc. (INDIANAPOLIS IN)
IN
01/19/2000 - 03/30/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/19/2000 - 03/30/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KY
03/08/1999 - 12/14/1999
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NA
02/05/1999 - 03/01/1999
J.J.B. HILLIARD, W.L. LYONS, INC.
IN
03/22/1984 - 02/18/1999
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
BC
Issued 03/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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