Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Nowak is a financial advisor with J.P. Morgan Securities LLC. Julie has been in the financial services industry since 1995 and has experience working with individuals, corporations and institutions. Julie holds Series 6, 7, 63 and 66 licenses. Julie is currently registered in California, Florida, and Illinois.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
04/28/2023 - Present
J.p. Morgan Securities LLC (PARK RIDGE IL)
IL
01/19/2023 - 02/16/2023
STATE FARM VP MANAGEMENT CORP. (Countryside IL)
IL
10/12/2021 - 02/28/2022
W&S BROKERAGE SERVICES, INC. (Rosemont IL)
FL
08/10/2001 - 10/04/2001
RISE, INC. (LAKELAND FL)
NY
06/14/2001 - 07/16/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/25/2000 - 09/12/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/02/1999 - 04/03/2000
LONG GROVE TRADING CO. (BOSTON MA)
NJ
08/31/1995 - 11/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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