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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Tracy Garwood is an investment advisor representative with Morgan Stanley, a firm with a long history in the financial services industry. Julie has been in the industry for over 20 years and has a strong background in providing investment advice to individual investors, high-net-worth individuals, and institutional clients. She is registered to provide investment advice in multiple states and has a diverse range of experience in the industry.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/26/2020 - Present
Morgan Stanley (Albany GA)
GA
10/27/2010 - 05/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY GA)
GA
07/12/2005 - 10/27/2010
MORGAN KEEGAN & COMPANY, INC. (ALBANY GA)
TN
11/08/2004 - 07/14/2005
PFIC SECURITIES CORPORATION (FRANKLIN TN)
TN
12/12/2003 - 09/13/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 09/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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