Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Taylor is a financial advisor who has been working in the financial services industry since 2007. Julie is currently registered with Raymond James & Associates, Inc., where she has been employed since November 2024. Previously, Julie was employed by Wells Fargo Clearing Services, LLC, Valmark Securities, Inc., Cetera Advisors LLC, NYLIFE Distributors LLC, UBS Financial Services Inc., and McDonald Investments Inc. Julie is a licensed securities representative with expertise in a broad range of financial services, including portfolio management, financial planning, and retirement planning. She has extensive experience in serving the needs of individual investors, families, and small businesses.
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.
Please see note in schedule d - miscellaneous
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
OH
11/20/2024 - Present
Raymond James & Associates, Inc. (WESTLAKE OH)
OH
08/08/2017 - 09/21/2022
WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)
OH
03/02/2016 - 03/13/2017
VALMARK SECURITIES, INC. (PEPPER PIKE OH)
OH
02/17/2011 - 02/08/2016
CETERA ADVISORS LLC (AKRON OH)
OH
10/05/2009 - 01/31/2011
NYLIFE DISTRIBUTORS LLC (LAKEWOOD OH)
OH
02/09/2007 - 12/31/2008
UBS FINANCIAL SERVICES INC. (HUDSON OH)
OH
02/01/2007 - 02/09/2007
MCDONALD INVESTMENTS INC. (HUDSON OH)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
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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