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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lankford is a financial advisor with Wells Fargo Clearing Services, LLC. Julie has been in the industry since 1998 and is currently registered with FINRA and the state of Missouri. Julie has a broad range of experience, having previously worked with U.S. BANCORP INVESTMENTS, INC., EDWARD JONES, and SWS FINANCIAL SERVICES. Julie holds licenses for Series 6, 7, 24, 52, 53, 63, and 65. She specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Julie's clients include individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Investment consulting services to institutional clients
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
MO
03/13/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
12/05/2012 - 12/20/2017
U.S. BANCORP INVESTMENTS, INC. (SAINT CHARLES MO)
MO
08/07/2007 - 12/04/2012
EDWARD JONES (ST LOUIS MO)
MO
03/03/1998 - 07/17/2007
SWS FINANCIAL SERVICES (BRIDGETON MO)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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