Julie A. Morowitz
Professional summary
Julie Anne Morowitz, who also goes by Julie Anne Friedman, is a registered financial professional currently at DAVID LERNER ASSOCIATES, INC. located in Syosset, New York.
Julie is registered as a RR (Registered Representative) and started their career in finance in 1987. Julie has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Julie Anne Morowitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2001 - Present
DAVID LERNER ASSOCIATES, INC.
Office #1: 477 Jericho Tpke P.o.box 9006, Syosset, NY 11791-9006August 12, 1988 - October 20, 1992
OPPENHEIMER & CO. INC.
May 21, 1987 - May 5, 1988
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/26/2024)
(11/16/2010)
(6/26/2024)
(12/19/2001)
(6/26/2024)
Exams
FINRA
Current Firm
DAVID LERNER ASSOCIATES, INC.
CRD#: 5397 / SEC#: , 8-20746
Contact information
FINRA licenses (50 States and Territories)
Disclosures
| Regulatory Event | 22 |
| Arbitration | 19 |
Red Flags
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