Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Snead has been in the financial industry since February 9, 1996. Julie is currently registered with MML Investors Services, LLC in Springfield, MA. Julie has held a variety of positions in the financial industry, including roles at LPL FINANCIAL LLC, E*TRADE SECURITIES LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., FIRST INVESTORS CORPORATION, BB&T INVESTMENT SERVICES, INC., REDWINE & COMPANY, INC., UVEST INVESTMENT SERVICES, GREAT WESTERN FINANCIAL SECURITIES CORPORATION, MUTUAL SERVICE CORPORATION, KORN, WOMACK, STERN AND ASSOCIATES, INC., PAINEWEBBER INCORPORATED, and CRALIN & CO., INC.. Julie is a Series 63, Series 10, Series 9, Series 24, SIE, and Series 7 licensed professional. Julie is licensed in North Carolina.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
05/25/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
SC
10/12/2007 - 08/10/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/09/2007 - 09/25/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
05/21/2004 - 04/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
05/23/2002 - 07/05/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
NC
02/03/2000 - 05/09/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
TX
11/17/1999 - 02/14/2000
REDWINE & COMPANY, INC. (AUSTIN TX)
NC
10/30/1997 - 09/13/1999
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
CA
10/24/1991 - 05/31/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MA
08/13/1991 - 11/05/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/24/1986 - 07/08/1986
KORN, WOMACK, STERN AND ASSOCIATES, INC.
NA
04/18/1985 - 03/05/1986
PAINEWEBBER INCORPORATED
NA
07/27/1984 - 04/08/1985
CRALIN & CO., INC.
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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