Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Atwell is an Investment Advisor Representative with Neuberger Berman BD LLC in Dallas, TX. Julie Atwell is registered with FINRA and the state of Texas. Julie Atwell has been in the securities industry since March 2009. Julie Atwell has passed the Series 66, Series 7 and SIE exams. Julie Atwell's firm provides portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TX
05/06/2009 - Present
Neuberger Berman BD LLC (DALLAS TX)
BOTH
Issued 05/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Julie Atwell is the right advisor for you? Invested Better is here to help.
