Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Langelier Yunker is a financial professional with over 18 years of experience in the industry. Julie is registered with MML Investors Services, LLC and has held previous positions with MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and CITISTREET EQUITIES LLC. Julie has earned the Series 6, Series 7, Series 63 and Series 65 licenses. Julie is currently registered in 14 states and provides financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
08/25/2021 - Present
MML Investors Services, LLC (Rochester NY)
NY
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/23/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 06/15/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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