Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Wakefield is a financial advisor with over 20 years of experience in the financial services industry. Julie has been with Avantax Investment Services, Inc. since 2004. Before that, Julie was with Baird Management Corporation. Julie is a licensed Series 63, Series 66, Series 53, Series 24, Series 7 and SIE securities professional. Julie is currently registered with the state of Texas.
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.
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2
TX
11/10/2004 - Present
Avantax Investment Services, Inc. (DALLAS TX)
TX
04/10/2001 - 12/31/2003
BAIRD MANAGEMENT CORPORATION (IRVING TX)
BC
Issued 04/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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