Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Abbett is a financial advisor with J.p. Morgan Securities LLC. Julie has been in the financial services industry since 2013. Julie holds Series 63, Series 7 and SIE licenses and is registered in all 50 states and the District of Columbia. Julie is a dedicated financial professional who specializes in providing financial planning, portfolio management and selection of other advisors. Julie also has experience working with corporations or other businesses, individuals, and pension and profit sharing plans. Julie’s past experience includes roles at DEUTSCHE BANK SECURITIES INC. and FACTSET DATA SYSTEMS, INC.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/23/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/04/2013 - 03/23/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CT
02/09/2000 - 06/09/2000
FACTSET DATA SYSTEMS, INC. (NORWALK CT)
BC
Issued 10/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
New York Stock Exchange
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