Unclaimed
Julienne Leake is a financial advisor currently registered with Raymond James Financial Services, Inc. in Garden City, New York. Julienne has been in the financial services industry since September 2011. Julienne holds the Series 63, Series 7, and SIE licenses. Julienne is registered in New York. Previously Julienne worked with Janney Montgomery Scott LLC in Garden City, New York.
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.
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.
1
2
NY
04/15/2019 - Present
Raymond James Financial Services, Inc. (Garden City NY)
NY
09/13/2011 - 04/18/2019
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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