Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Vanessa Julien is a financial advisor with over 30 years of experience in the industry. Julie is currently registered with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Julie has previously worked for J.P. MORGAN SECURITIES INC., BANC ONE CAPITAL MARKETS, INC., UBS PAINEWEBBER INC. and PAINEWEBBER INCORPORATED. Julie has passed the Series 63, Series 7 and SIE exams. Julie holds a license as a securities agent in multiple states and has worked in various locations including San Francisco, Chicago, Weehawken, and Jersey City.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
10/01/2008 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
CA
07/01/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
IL
01/28/2004 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NJ
02/27/1991 - 04/29/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
05/22/1990 - 08/18/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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