Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Enders is a financial advisor with LPL Financial LLC. Julie has been in the financial industry for 26 years and holds the Series 6, SIE, and Series 63 licenses. Julie is registered with the state of New York. Prior to joining LPL Financial LLC, Julie worked at M&T Securities, INC. Julie provides financial planning, consulting, and portfolio management services to individuals, businesses, charitable organizations, and retirement 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.
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.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
01/21/2005 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
MD
11/06/1997 - 12/17/2004
M&T SECURITIES, INC. (BALTIMORE MD)
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Enders is the right advisor for you? Invested Better is here to help.
