Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Goldstein-cory is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Julie has been in the financial industry since 2004 and is licensed to offer financial advice in multiple states. Julie works with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. She offers a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
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NY
05/18/2022 - Present
LPL Financial LLC (East Northport NY)
NY
03/16/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (East Northport NY)
NY
01/31/2017 - 04/12/2019
J.P. MORGAN SECURITIES LLC (HUNTINGTON STATION NY)
NY
11/09/2009 - 03/01/2010
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
11/16/2007 - 01/03/2008
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
10/12/2004 - 05/12/2006
CHARLES SCHWAB & CO., INC. (GARDEN CITY NY)
MI
04/05/2004 - 04/23/2004
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
NY
01/14/2002 - 01/27/2004
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
12/06/2000 - 02/06/2002
NEEDHAM & COMPANY, INC. (NEW YORK NY)
MO
10/01/2000 - 11/30/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/02/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
05/26/1994 - 05/08/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/26/1994 - 06/10/1994
INVESTACORP, INC. (MIAMI FL)
IA
Issued 10/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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