Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Simmons is a financial advisor with over 20 years of experience in the industry. Julie is currently registered with Wells Fargo Clearing Services, LLC and previously held positions with First Clearing, LLC, Wells Fargo Advisors, LLC, and Capital Brokerage Corporation. Julie has a broad range of experience and expertise in the financial industry and is dedicated to providing her clients with personalized and comprehensive financial guidance.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
03/11/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
03/14/2012 - 03/26/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
04/19/2002 - 03/30/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
01/20/2012 - 02/09/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
VA
09/26/2000 - 11/01/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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