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Juliet Walker-brown

W & S Brokerage Services, Inc.

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About Juliet Walker-brown

Juliet Walker-brown is a financial advisor with W&S Brokerage Services, Inc. Juliet is registered with the state of Maryland and the District of Columbia. Juliet has been in the industry since 2023 and specializes in securities and investment company products.

Firm Information

Juliet Walker-brown is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Juliet Walker-brown’s Registration & Firm History

MD

07/10/2024 - Present

W&S Brokerage Services, Inc. (COLLEGE PARK MD)

MD

11/13/2023 - 05/21/2024

GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 03/01/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/13/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juliet Walker-brown.
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