Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Apple is a registered investment advisor representative with Davenport & Co. LLC, located in Richmond, Virginia. Julie has been in the financial services industry since June 2, 1999 and has been with Davenport & Co. LLC since April 2004. Julie holds a variety of licenses and certifications including the Series 6, 7, 9, 10, 63 and 66 exams. Julie specializes in providing financial planning services and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
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2
VA
12/09/2004 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
04/09/2003 - 12/12/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
07/20/1998 - 03/17/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 12/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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