Unclaimed
Julie Cavanagh is a financial advisor with over 7 years of experience in the industry. Julie is currently registered with Quasar Distributors, LLC, and is licensed in several states. She has a wide range of experience, having previously worked with firms including FOX CHASE CAPITAL PARTNERS, LLC, SC DISTRIBUTORS, LLC, BRIDGE CAPITAL ASSOCIATES, INC., ASCENDANT ALTERNATIVE STRATEGIES, LLC, and HATTERAS CAPITAL. Julie is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
TX
06/01/2023 - Present
Quasar Distributors, LLC (Austin TX)
TX
07/22/2021 - 06/01/2023
FOX CHASE CAPITAL PARTNERS, LLC (AUSTIN TX)
CA
05/21/2019 - 02/13/2020
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
GA
10/16/2018 - 05/22/2019
BRIDGE CAPITAL ASSOCIATES, INC. (NORCROSS GA)
TX
03/28/2017 - 09/17/2018
ASCENDANT ALTERNATIVE STRATEGIES, LLC (Austin TX)
NC
04/20/2015 - 02/15/2017
HATTERAS CAPITAL (RALEIGH NC)
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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