Julie Pressnell, financial advisor Saint Petersburg FL
77 score

Julie Pressnell

CRD Number: 6176052
Current Firm: Raymond James & Associates, Inc.

Julie Pressnell (CRD# 6176052) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. St Petersburg, FL Aug 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2015 < 1
Morgan Stanley Smith Barney Tampa, FL Mar 2013 - Aug 2015 2
Coaching With A Purpose Tampa, FL Jun 2012 - Mar 2013 < 1
Blueglass Interactive, Inc. Tampa, FL Sep 2011 - May 2012 < 1
Full Time Unemployed Dover, Jul 2011 - Sep 2011 < 1
Kent County Council West Malling, Oct 2009 - Jul 2011 1
Unemployed Tampa, FL Apr 2009 - Oct 2009 < 1
Hr Personnel Tampa, FL Jul 2008 - Apr 2009 < 1
The Claims Solution, Inc. St. Petersburg, FL Feb 2008 - Jun 2008 < 1
Insurance Overload Tampa, FL Sep 2007 - Feb 2008 < 1
Unemployed Tampa, FL Jul 2007 - Sep 2007 < 1
Esurance Tampa, FL Jan 2007 - Jul 2007 < 1
Progressive Insurance Tampa, FL Jun 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Julie S. Pressnell
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
77

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