Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Muscara has been in the financial services industry since 1995. Julie is currently registered with Equity Services, Inc., a firm based in Montpelier, VT. Equity Services, Inc. provides financial planning, portfolio management and pension consulting services. Julie has experience working with a variety of clients, including individuals, corporations and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
01/08/2013 - Present
Equity Services, Inc. (MELVILLE NY)
NY
07/22/2010 - 11/09/2012
LPL FINANCIAL LLC (JERICHO NY)
NY
02/06/2008 - 01/13/2009
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
01/24/2008 - 01/13/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/21/2007 - 01/15/2008
IFMG SECURITIES, INC. (PURCHASE NY)
NY
01/15/2003 - 11/22/2006
NATIONWIDE SECURITIES, INC. (LATHAM NY)
NJ
06/11/1997 - 09/27/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
04/22/1996 - 08/09/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
01/24/1994 - 01/11/1996
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/21/1993 - 12/14/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
03/20/1993 - 06/10/1993
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
NY
01/26/1993 - 03/09/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/01/1986 - 03/29/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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