Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Calhoun has been in the financial services industry since 2005. Julie is a registered representative of W&S Brokerage Services, Inc., a brokerage firm headquartered in Cincinnati, OH. Julie is also a registered Investment Advisor Representative in Pennsylvania. Julie offers financial planning and portfolio management services for individuals. Julie holds the Series 6, 63, and 26 licenses and is a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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OH
10/01/2019 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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