Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Barr is a financial advisor with over 20 years of experience in the industry. Julie is currently registered with Raymond James Financial Services Advisors, Inc. and provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Previously, Julie was registered with Raymond James Financial Services, Inc., LPL Financial LLC, and Robert J. Ellis Financial Advisors, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
08/26/2024 - Present
Raymond James Financial Services Advisors, Inc. (Buffalo NY)
NY
01/14/2021 - 03/20/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Buffalo NY)
NY
10/15/2018 - 10/20/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORCHARD PARK NY)
NY
07/15/2016 - 10/23/2018
LPL FINANCIAL LLC (ORCHARD PARK NY)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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