Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Michelle Cochran is a financial advisor at Xt Capital Partners, LLC. She is a registered representative of the firm and has been in the financial services industry since 2001. Julie Cochran has a wide range of experience in the financial services industry, including experience in both investment banking and wealth management. She is licensed to provide investment advice in multiple states and holds several industry certifications, including the Series 7, Series 24, Series 50 and the SIE exam. Julie Cochran specializes in providing investment advice and wealth management services to individuals, families, and businesses.
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
CT
04/18/2002 - Present
XT Capital Partners, LLC (WESTPORT CT)
CA
12/20/2001 - 05/14/2002
WILSHIRE ASSOCIATES INCORPORATED (SANTA MONICA CA)
PA
10/03/2001 - 11/16/2001
INVESTOR FORCE SECURITIES, INC. (WAYNE PA)
BOTH
Issued 11/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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