Unclaimed
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.
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
PA
04/15/2004 - Present
Wells Fargo Securities, LLC (Philadelphia PA)
PA
11/09/1993 - 10/22/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
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
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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