Unclaimed
Julie Oliveira magalha De andrade is a financial advisor who has been in the industry since July 10, 2024. Julie is currently registered with J.P. Morgan Securities LLC and is licensed in Florida. Julie specializes in a variety of areas, including investment company products, variable contracts, and securities. Julie has passed the SIE and Series 6TO exams.
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
1
2
FL
07/11/2024 - Present
J.p. Morgan Securities LLC (Plantation FL)
BC
Issued 07/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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