Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Blalock is a financial advisor with Level Four Advisory Services. Julie has been in the financial services industry since 1991 and has a wide range of experience. Julie specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Julie is registered with the state of North Carolina as a Registered Investment Advisor and is also registered with FINRA. She has passed the Series 63, 65, 66, and 7 exams, along with the SIE. Julie also owns and operates Mccombs & Co., which provides wholesale pimento cheese, coleslaw, and other salads.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
NC
04/06/2010 - 10/11/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALISBURY NC)
CA
07/20/2006 - 04/06/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NC
04/08/2005 - 07/14/2006
NATIONWIDE SECURITIES, INC. (SALISBURY NC)
GA
01/03/2005 - 03/10/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
06/30/1997 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/24/1997 - 07/07/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
AL
04/21/1997 - 06/27/1997
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
WI
04/29/1996 - 04/21/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
09/15/1995 - 04/26/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
05/26/1992 - 09/18/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NA
08/21/1991 - 05/26/1992
UNITED PACIFIC FINANCIAL SERVICES, INC.
BOTH
Issued 09/29/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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