Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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