Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Sharp is a registered representative with PFS Investments Inc. and has been in the industry since 2021. Julie has her Series 63, 65, 6TO and SIE licenses and is registered in Illinois, Kansas, and Missouri. Julie also works with LOE Financial Group and Primerica Financial Services. Julie is a financial advisor who specializes in providing financial planning and investment advice to 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.
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.
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2
KS
11/29/2021 - Present
PFS Investments Inc. (WICHITA KS)
IA
Issued 11/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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