Hi 👋

I am Julia
Ann Finnicum, Stock Broker

I help clients turn their investment portfolios into a profit center. I have sufficient experience to give you an edge in the digital trading, crypto assets and general financial markets.

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About Me

With more than twenty-two(22) years of Working experience,

I have worked with the most prestigious brokerage firms in the United States. I have developed an excellent track record with consistency and have accrued eleven(11) state licenses and passed four(4) brokerage examinations.

  • Name: Julia Ann Finnicum
  • Email: hello@juliaannfinnicum.com
  • Location: BILLINGS, MT, US
  • Office: LPL FINANCIAL LLC
Detailed Report
License(s) &

Examination(s)

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Series 65 - Uniform Investment Adviser Law Examination

State Securities Law Exam

Sep 8, 2000
Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam

Aug 8, 2000
SIE - Securities Industry Essentials Examination

General Industry/Products Exam

Oct 1, 2018
Series 7 - General Securities Representative Examination

General Industry/Products Exam

Jul 25, 2000
Expertise

Services I Offer

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Stock Brokerage

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Digital Assets Trading

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Financial Consulting

800+

Happy Clients

22

Years Experience

11

State Licenses

4

Exams Passed

Work Experience

My Work Experience

LPL FINANCIAL LLC (CRD#:6413)
2022 - Present (Less than 1 year)

Investment Adviser | Stock Broker

EDWARD JONES (CRD#:250)
2006 - 2022 (16 years)

Investment Adviser | Stock Broker

PIPER JAFFRAY & CO. (CRD#:665)
2000 - 2006 (5 years)

Investment Adviser | Stock Broker
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Are you willing to make profit through financial markets?

Don’t hesitate to reach out,
I can get you started right away.

Contact Me
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“ It was great working with her! I love starting new projects and getting started with Julia was tough but I persevered through and now my investment portfolio is accumulating steady profit.”
Chris Brendon
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“Julia is a really dedicated and smart person; right from the start of our meeting, it seemed like she knew exactly what I wanted to achieve and how to get there. I couldn't have asked for a better adviser. ”
Talia S. Ken

You want to reach out?

Send a message to me via the message box shown.

General Enquires
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Julia Ann Finnicum

© 2023 Julia Ann Finnicum.