Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Rae Weekley is an investment advisor representative at Kestra Advisory Services, LLC. Julie Rae Weekley has been working in the financial services industry since April 17, 1995. Julie Rae Weekley is registered to provide investment advisory services in Ohio, and securities services in 11 states: California, Florida, Illinois, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Julie Rae Weekley is also a Registered Representative at Kestra Investment Services, LLC.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/23/2016 - Present
Kestra Advisory Services, LLC (Austin TX)
OH
12/09/2013 - 08/29/2016
NATIONAL PLANNING CORPORATION (COLUMBUS OH)
OH
02/23/2001 - 12/18/2013
LPL FINANCIAL LLC (COLUMBUS OH)
OH
06/04/1998 - 02/22/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
03/22/1995 - 05/07/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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