Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Nobile is a financial advisor with Equitable Advisors, LLC. Julie has been in the industry for 18 years. Julie holds the Series 7 and Series 66 securities licenses and the SIE exam. Julie is registered as a registered representative in Florida and Ohio. Julie has worked for several financial firms, including Thrivent Investment Management Inc., Citizens Securities, INC. and Angela Anderson. Julie is also an administrator or executor of an estate or trustee of a trust for a non-family or family member. Julie offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
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.
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
FL
10/25/2018 - Present
Equitable Advisors, LLC (FT MYERS FL)
OH
04/25/2016 - 10/25/2018
CITIZENS SECURITIES, INC. (CANTON OH)
OH
11/17/2004 - 09/29/2015
THRIVENT INVESTMENT MANAGEMENT INC. (COPLEY OH)
BOTH
Issued 03/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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