Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Marie Balkus is a financial advisor with Fidelity Brokerage Services LLC. Julie is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7TO, and SIE licenses. Julie has been a licensed financial advisor since July 2013.
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.
1
2
RI
07/24/2013 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 01/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Julie Balkus is the right advisor for you? Invested Better is here to help.
