Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Welinsky is a registered representative with N.a. Investcorp LLC in New York, NY. Julie has been in the securities industry since August 20, 2013. Julie has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79). Julie was previously registered with UBS Securities 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.
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.
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2
NY
06/12/2015 - Present
N.a. Investcorp LLC (NEW YORK NY)
NY
08/20/2012 - 06/10/2014
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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