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Julie Marie Pemberton

Valmark Securities, Inc.

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About Julie Marie Pemberton

Julie Marie Pemberton is a registered representative with Valmark Securities, Inc. Julie has been in the securities industry since January 17, 1999. Julie is registered with the state of Ohio and holds the Series 6, 7, 24, 26 and 63 licenses.

Firm Information

Julie Pemberton is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julie Pemberton’s Registration & Firm History

OH

03/10/2004 - Present

Valmark Securities, Inc. (AKRON OH)

OH

05/10/2002 - 10/21/2003

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

02/02/2001 - 05/07/2002

VESTAX SECURITIES CORPORATION (HUDSON OH)

OH

05/22/1997 - 10/26/1999

VESTAX SECURITIES CORPORATION (HUDSON OH)

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Licenses & Designations

BC

Issued 06/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 09/17/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Marie Pemberton.
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