Unclaimed
Julie M Prezioso is a financial advisor who has been in the securities industry since May 22, 2006. Julie is currently registered with Fidelity Brokerage Services LLC and has been with the firm since January 3, 2012. Prior to that, Julie was registered with Fidelity Investments Institutional Services Company, Inc. from May 22, 2006, to January 3, 2012. Julie has a Series 6, Series 7 and Series 63 license as well as the SIE exam. Julie is registered in 53 states and has a branch office located in Smithfield, Rhode Island.
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.
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.
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2
RI
01/03/2012 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
05/22/2006 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 06/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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