Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Evans is a financial advisor with Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Julie has been in the industry since 2008, providing financial advice to individuals, businesses, and institutions. Julie is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and holds Series 7 and 66 securities licenses. She also has a Series SIE license.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CA
05/04/2018 - Present
Raymond James & Associates, Inc. (San Francisco CA)
WA
03/30/2012 - 05/08/2018
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
10/20/2008 - 04/04/2012
RBC CAPITAL MARKETS, LLC (SEATTLE WA)
BOTH
Issued 02/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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