Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Malamud is a financial advisor registered with J.P. Morgan Securities LLC. Julie is a highly experienced advisor who has been in the industry since 2008. Julie holds both a Series 65 and a Series 63 license. Julie has previously been registered with CHASE INVESTMENT SERVICES CORP., WELLS FARGO INVESTMENTS, LLC and WELLS FARGO ADVISORS, LLC. Julie has a wide range of experience and specializes in working with high-net-worth individuals, corporations, and other businesses. Julie also offers financial planning and pension consulting services.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
06/17/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
02/02/2010 - 06/16/2010
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
TX
04/24/2008 - 07/13/2009
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
10/09/2006 - 06/21/2007
WACHOVIA SECURITIES, LLC (HOUSTON TX)
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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