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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julienne? Claim Your ProfileJulienne Renee Clark is a financial advisor with Cuso Financial Services, LP. Julienne Clark is a Registered Representative and Investment Advisor Representative. She has been in the industry since 2012 and has experience with JPMorgan Securities LLC, Chase Investment Services Corp. and Cuso Financial Services, LP. She is licensed to provide investment advice in Ohio. Her office is located at 3610 Pentagon Blvd. in Beavercreek, OH.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/12/2024 - Present
Cuso Financial Services, LP (Beavercreek OH)
OH
03/04/2020 - 03/13/2022
J.P. MORGAN SECURITIES LLC (CENTERVILLE OH)
OH
10/01/2012 - 10/14/2016
J.P. MORGAN SECURITIES LLC (DAYTON OH)
OH
10/15/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DAYTON OH)
BOTH
Issued 03/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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