Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Wilson is a financial advisor registered with Benjamin F. Edwards & Company, Inc. and has been in the industry since September 11, 1995. Julie is a Registered Representative and has licenses in Arkansas, Georgia, Illinois, Indiana, Massachusetts, Michigan, Missouri, Ohio, Tennessee, Utah, and Wisconsin. Julie is also registered as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/04/2012 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TN
07/19/2011 - 06/13/2012
UBS FINANCIAL SERVICES INC. (CHATTANOOGA TN)
TN
01/01/2008 - 07/18/2011
WELLS FARGO ADVISORS, LLC (CHATTANOOGA TN)
TN
12/20/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHATTANOOGA TN)
MA
05/21/1997 - 08/18/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
09/24/1985 - 10/02/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/15/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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