Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lynn Bird is a financial advisor with over 30 years of experience in the industry. Julie has been with MML Investors Services, LLC since 2001. Julie has been a registered representative with NYLIFE Securities Inc. from 1994 to 2001. Julie is a Series 6, 7, 63, 65, and SIE licensed professional. Julie holds active licenses in several states including Texas, Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Minnesota, Mississippi, Missouri, Nevada, New York, Oklahoma, and Tennessee. Julie has experience working with individuals, high-net-worth individuals, corporations, trusts, businesses, charitable organizations, and pension plans.
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
TX
11/18/2021 - Present
MML Investors Services, LLC (SOUTHLAKE TX)
NY
03/14/1994 - 03/13/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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