Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Manning Thompson is an investment advisor representative who has been in the financial services industry since 2012. Julie has a Series 6, 63, and 65 securities license, and she holds the SIE certification. Julie is currently registered with Prosperity Capital Advisors, a Registered Investment Advisor firm. Julie is also a licensed insurance agent and provides financial education through the American Financial Education Alliance. Prior to joining Prosperity Capital Advisors, Julie was with NYLIFE Securities LLC. Julie's financial services career began with New York Life Insurance Company. Julie's extensive experience and knowledge in the industry allows her to provide a wide range of financial services, including investment management, financial planning, insurance, and educational seminars.
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.
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
OH
04/01/2019 - Present
Prosperity Capital Advisors (WESTLAKE OH)
VA
12/03/2012 - 11/26/2014
NYLIFE SECURITIES LLC (GLEN ALLEN VA)
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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