Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie King is a financial advisor with Raymond James Financial Services Advisors, Inc. Julie has been in the financial services industry since 2008. Julie has a wide range of experience, having worked at UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Julie has Series 7 and Series 66 securities licenses. Julie is registered to provide investment advice in Indiana, Kentucky, and Ohio. Julie also works as a compliance and brokerage administrator for First Financial Bank and Yellow Cardinal Brokerage Services.
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
OH
05/04/2012 - Present
Raymond James Financial Services Advisors, Inc. (WEST CHESTER OH)
OH
08/03/2010 - 05/02/2012
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
06/01/2009 - 06/03/2010
MORGAN STANLEY SMITH BARNEY (DAYTON OH)
OH
08/25/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAYTON OH)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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