Julie M. Annett
Professional summary
Julie Marie Annett, who also goes by Julie Marie Asti, Julie Marie Scates, is a registered financial advisor currently at ASTI FINANCIAL MANAGEMENT located in Novato, California.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Julie has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie Marie Annett's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2006 - Present
ASTI FINANCIAL MANAGEMENT
January 24, 1997 - February 3, 1998
BLACKROCK EXECUTION SERVICES
March 14, 1996 - September 3, 1996
LOCUST STREET SECURITIES, INC.
April 18, 1994 - July 6, 1994
CONTINENTAL CAPITAL GROUP, INC.
April 3, 1993 - April 6, 1994
FSC SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/10/2006)
Exams
Current Firm
ASTI FINANCIAL MANAGEMENT
CRD#: 137405 / SEC#:
Contact information
Red Flags
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