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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ursula? Claim Your ProfileUrsula McAllister Strong is a financial advisor with Edward Jones, a firm with over $825 billion in assets under management. Ursula has been in the financial industry since 1998 and has a wide range of experience working with clients of all types, including individuals, families, businesses, and retirement plans. Ursula holds the Series 6, 7, 63, 65, and 24 licenses as well as the SIE designation. Ursula's expertise spans portfolio management, financial planning, and providing investment advice, including pension consulting. Ursula is registered to provide advisory services in 24 states and the District of Columbia.
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.
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.
See schedule d - miscellaneous
1
2
NC
07/29/2022 - Present
Edward Jones (Greensboro NC)
NC
09/20/2013 - 07/11/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
07/18/2011 - 09/06/2013
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
04/14/2008 - 06/29/2011
EDWARD JONES (CHARLOTTE NC)
NC
07/27/2006 - 03/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/13/2005 - 05/10/2006
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
OH
03/10/2004 - 05/20/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MI
08/20/2003 - 03/09/2004
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
PA
10/30/1998 - 07/09/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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