Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Daniels is a financial advisor with Janney Montgomery Scott LLC. Julie Daniels has been in the industry since May 5, 2015. Julie Daniels is registered with FINRA and the state of Texas. Julie Daniels has previously been employed by TRUIST INVESTMENT SERVICES, INC., BB&T SECURITIES, LLC and STERNE, AGEE & LEACH, INC..
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.
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.
Fee plus commission
1
2
NC
03/22/2021 - Present
Janney Montgomery Scott LLC (Goldsboro NC)
NC
02/17/2021 - 03/08/2021
TRUIST INVESTMENT SERVICES, INC. (GOLDSBORO NC)
VA
07/10/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/31/2008 - 04/18/2011
STERNE, AGEE & LEACH, INC. (GOLDSBORO NC)
BOTH
Issued 08/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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