Julie Leake

Julie Leake Email and Phone Number

Senior Registered Client Services Manager at Raymond James Financial Services @ TEN10 Wealth Management Group
garden city, new york, united states
Julie Leake's Location
Garden City, New York, United States, United States
Julie Leake's Contact Details

Julie Leake personal email

n/a
About Julie Leake

Julie Leake is a Senior Registered Client Services Manager at Raymond James Financial Services at TEN10 Wealth Management Group. She possess expertise in series 7, series 63, morningstar, iras, finra and 24 more skills.

Julie Leake's Current Company Details
TEN10 Wealth Management Group

Ten10 Wealth Management Group

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Senior Registered Client Services Manager at Raymond James Financial Services
garden city, new york, united states
Website:
ten10wmg.com
Employees:
2
Julie Leake Work Experience Details
  • Ten10 Wealth Management Group
    Senior Registered Client Services Manager
    Ten10 Wealth Management Group Apr 2019 - Present
    Garden City, New York
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
    View
  • Raymond James
    Senior Registered Client Services Manager
    Raymond James Apr 2019 - Present
    Garden City, New York, United States
    View
  • Janney Montgomery Scott Llc
    Registered Pca
    Janney Montgomery Scott Llc Mar 2009 - Apr 2019
    Garden City, New York
    View
  • Wachovia Securities, A Wells Fargo Company (Formerly A.G. Edwards & Sons, Inc.)
    Financial Associate
    Wachovia Securities, A Wells Fargo Company (Formerly A.G. Edwards & Sons, Inc.) May 2007 - Mar 2009
    Garden City, New York
    View
  • A.G. Edwards & Sons, Inc.
    Financial Associate
    A.G. Edwards & Sons, Inc. Jan 2003 - May 2007
    Garden City, New York
    View
  • A.G. Edwards & Sons, Inc.
    Cashier
    A.G. Edwards & Sons, Inc. Jun 2001 - Jan 2003
    Garden City, New York
    View
  • Comprehensive Capital Corp.
    Trading Assistant/Wire Operator
    Comprehensive Capital Corp. Dec 1999 - Jun 2001
    Westbury, New York

Julie Leake Skills

Series 7 Series 63 Morningstar Iras Finra Mutual Funds Fixed Annuities Retirement Securities Bloomberg 401k Equities Fixed Income Etfs Project Planning Management Budgets Vendor Management Contract Management Stakeholder Engagement Networking Specialist Food Products Luxury Food Products French Cuisine Hospitality Management Private Chef Services Italian Cuisine Team Leadership Stakeholder Management

Julie Leake Education Details

Frequently Asked Questions about Julie Leake

What company does Julie Leake work for?

Julie Leake works for Ten10 Wealth Management Group

What is Julie Leake's role at the current company?

Julie Leake's current role is Senior Registered Client Services Manager at Raymond James Financial Services.

What is Julie Leake's email address?

Julie Leake's email address is fi****@****ine.net

What schools did Julie Leake attend?

Julie Leake attended Hofstra University.

What skills is Julie Leake known for?

Julie Leake has skills like Series 7, Series 63, Morningstar, Iras, Finra, Mutual Funds, Fixed Annuities, Retirement, Securities, Bloomberg, 401k, Equities.

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