Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Morrison Campbell is a registered representative with Raymond James & Associates, Inc. in Jackson, Mississippi. Julie has been in the financial services industry since May 1, 2017 and holds Series 63, 66, and 7 licenses. Prior to joining Raymond James & Associates, Inc., Julie was a registered representative with Fidelity Brokerage Services LLC in Glendale, Arizona and Trustmark Financial Services, Inc. in Jackson, Mississippi.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MS
06/07/2022 - Present
Raymond James & Associates, Inc. (JACKSON MS)
AZ
11/28/2018 - 12/09/2021
FIDELITY BROKERAGE SERVICES LLC (GLENDALE AZ)
MS
12/14/1999 - 08/20/2001
TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)
BOTH
Issued 10/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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