Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Eldridge is a financial advisor who has been in the industry since November 14, 2000. Julius is currently registered with Raymond James & Associates, Inc. and has been with the firm since January 14, 2020. Julius has experience with various firms, including Wells Fargo Clearing Services, LLC and Wachovia Securities, Inc. Julius holds multiple licenses and registrations including Series 7 and Series 66. Julius specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/14/2020 - Present
Raymond James & Associates, Inc. (Florence SC)
SC
06/15/2002 - 01/22/2020
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE SC)
NC
11/15/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julius Eldridge is the right advisor for you? Invested Better is here to help.
