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Julie Sydnor Peterman

B. C. Ziegler AND Co.

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About Julie Sydnor Peterman

Julie Sydnor Peterman is a financial professional with over 25 years of experience in the industry. Julie has a strong track record of success in providing investment advice to individuals and institutions. Julie is currently registered with B. C. Ziegler AND Co., a firm that offers a wide range of financial products and services. Previously, Julie worked for TRUIST SECURITIES, INC., BB&T SECURITIES, LLC, SCOTT & STRINGFELLOW, LLC, WACHOVIA CAPITAL MARKETS, LLC, WACHOVIA SECURITIES, LLC, FIRST UNION CAPITAL MARKETS CORP., and FIRST UNION BROKERAGE SERVICES, INC.. Julie has a deep understanding of the financial markets and a commitment to providing her clients with the best possible service. Julie is a highly motivated and results-oriented individual who is passionate about helping her clients achieve their financial goals.

Firm Information

Julie Peterman is currently registered with B. C. Ziegler AND Co.. B. C. Ziegler AND Co. is a Corporation that was formed on February 12, 1920. The firm is registered in 52 states and has been approved for SEC registration. They offer a variety of services to a diverse client base, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The firm has disclosed 7 Regulatory Events, 2 Civil Events, and 2 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julie Peterman’s Registration & Firm History

VA

06/22/2022 - Present

B. C. Ziegler AND Co. (Richmond VA)

VA

08/03/2020 - 03/22/2022

TRUIST SECURITIES, INC. (RICHMOND VA)

VA

01/02/2013 - 08/03/2020

BB&T SECURITIES, LLC (RICHMOND VA)

VA

03/04/2005 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

NC

07/01/2003 - 02/28/2005

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

10/01/1999 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

07/13/1998 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NC

08/19/1994 - 08/14/1995

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NA

03/28/1994 - 07/26/1994

NATIONSSECURITIES

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Licenses & Designations

BC

Issued 08/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2005

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 10/22/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Sydnor Peterman.
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