Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Perkins Settles is a registered representative with Money Concepts Capital Corp. located in Steelville, MO. Julie has been in the financial services industry since 2003. Julie is licensed in Missouri and Kansas. Julie specializes in portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
MO
07/18/2007 - Present
Money Concepts Capital Corp. (STEELVILLE MO)
MO
05/10/2005 - 08/02/2007
SPECTRUM CAPITAL, INC. (CUBA MO)
IN
08/18/2004 - 05/11/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
08/29/2002 - 10/30/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 06/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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