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 Ballart is a financial advisor with LPL Financial LLC. Julie has been in the financial services industry since March 2009. Julie has been registered with LPL Financial LLC since July 2021. Previously, Julie was registered with M&T Securities, Inc. from February 2009 to June 2021. Julie holds the Series 6, Series 7, and Series 63 licenses. Julie specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
07/19/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
02/06/2009 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
BC
Issued 03/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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