Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Rapp is a financial advisor with over 20 years of experience in the industry. She holds both Series 7 and 66 licenses and is registered to provide investment advice in 52 states and 2 provinces. Julie works with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Her primary focus is providing investment consulting services to institutional clients. She also provides financial planning and portfolio management services to individuals and businesses. Julie's goal is to help clients reach their financial goals by providing them with personalized advice and guidance.
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
FL
09/30/2003 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
NY
11/21/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/02/2000 - 12/02/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 01/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities 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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