Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Perry is a financial advisor registered with J.P. Morgan Securities LLC. Julie has been in the financial services industry since December 2022. Julie is licensed to provide investment advice in Michigan. Julie is able to provide investment advice and services related to securities, insurance, and investment company products. Julie holds a Series 63 and a Series 6TO, and a SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
12/16/2022 - Present
J.p. Morgan Securities LLC (HOLLAND MI)
BC
Issued 01/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Julie Perry is the right advisor for you? Invested Better is here to help.
