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Julius Baptiste Coursey

Wells Fargo Securities, LLC

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About Julius Baptiste Coursey

Julius Baptiste Coursey is a financial professional with over 24 years of experience in the financial services industry. Julius is currently registered with Wells Fargo Securities, LLC, and has been with the firm since April 2004. Julius is a Series 24 and Series 53 licensed Principal and holds numerous other industry licenses, including Series 6, Series 52, Series 79, Series 99TO, and SIE. Julius is registered in nine states including California, District of Columbia, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, and Wisconsin. Before joining Wells Fargo Securities, LLC, Julius worked for VANGUARD MARKETING CORPORATION from November 1993 to October 1998.

Firm Information

Julius Coursey is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

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.

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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Julius Coursey’s Registration & Firm History

PA

04/15/2004 - Present

Wells Fargo Securities, LLC (Philadelphia PA)

PA

11/09/1993 - 10/22/1998

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 06/25/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2020

Series 24 - General Securities Principal Examination

BC

Issued 06/28/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 04/14/2004

Series 52 - Municipal Securities Representative Examination

BC

Issued 11/08/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE National, Inc.

N

New York Stock Exchange

Disclosures

There are no public disclosures for Julius Baptiste Coursey.
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