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 Russell has been working in the financial industry since July 27, 1985. She is currently registered with Allstate Financial Advisors, LLC in Wellington, Florida. Julie has been with Allstate Financial Advisors, LLC since November 10, 2015. She is also registered with MetLife Securities Inc., New England Securities, Newbridge Securities Corporation, Sagepoint Financial, Inc., Sentra Securities Corporation, Salomon Smith Barney Inc., Lehman Brothers Inc., Flagler Securities, Inc., Medical Research Management Group, Inc., Gruntal & Co. Incorporated, and Herzfeld & Stern Inc. in the past. Julie Lynn Russell holds the Series 3, 7, 24, 63, and 65 licenses. She has also taken the SIE exam. Julie Lynn Russell has experience working with individuals other than high-net-worth clients.
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Third party advisory fees
1
2
FL
11/10/2015 - Present
Allstate Financial Advisors, LLC (Wellington FL)
FL
01/02/2015 - 11/02/2015
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
FL
01/06/2012 - 01/02/2015
NEW ENGLAND SECURITIES (WEST PALM BEACH FL)
FL
10/30/2009 - 01/03/2012
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
10/31/2005 - 11/03/2009
SAGEPOINT FINANCIAL, INC. (JUNO BEACH FL)
AZ
08/16/2002 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
07/31/1993 - 08/28/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/10/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/25/1985 - 10/06/1987
FLAGLER SECURITIES, INC.
NA
09/03/1985 - 06/09/1987
MEDICAL RESEARCH MANAGEMENT GROUP, INC.
NA
10/01/1985 - 11/18/1985
GRUNTAL & CO. INCORPORATED
NA
06/21/1984 - 10/01/1985
HERZFELD & STERN INC.
IA
Issued 06/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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