Julie M. Osysko
Professional summary
Julie Muse Osysko, who also goes by Julie Ann Muse, is a registered financial professional currently at PFS INVESTMENTS INC. located in Duluth, Georgia and PRIMERICA BROKERAGE SERVICES, INC. located in Duluth, Georgia.
Julie is registered as a RR (Registered Representative) and started their career in finance in 1999. Julie has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Julie Muse Osysko's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2015 - Present
PFS INVESTMENTS INC.
Office #1: 1 Primerica Parkway, Duluth, GA 30099January 3, 2025 - Present
PRIMERICA BROKERAGE SERVICES, INC.
Office #1: 1 Primerica Parkway, Duluth, GA 30099April 2, 2007 - August 6, 2008
TRUIST SECURITIES, INC.
March 22, 2007 - February 4, 2014
TRUIST SECURITIES, INC.
June 30, 2005 - March 15, 2007
TRUIST INVESTMENT SERVICES, INC.
June 27, 2005 - March 15, 2007
TRUIST INVESTMENT SERVICES, INC.
April 26, 2002 - July 15, 2005
TRUIST SECURITIES, INC.
February 28, 2002 - June 30, 2005
TRUIST SECURITIES, INC.
November 18, 1999 - February 28, 2002
MORGAN KEEGAN & COMPANY, LLC
March 1, 1999 - November 23, 1999
J.C. BRADFORD & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/21/2015)
Exams
Series 99TO
Date: 12/12/2024
Operations Professional ExaminationFINRA
Current Firm
PRIMERICA BROKERAGE SERVICES, INC.
CRD#: 322250 / SEC#: , 8-70965
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRIMERICA FINANCE CORPORATION | DIRECT OWNER | |
| COLEY, DASIA DEBORAH | CHIEF FINANCIAL OFFICER / FINOP | 6760291 |
| NEMETZ, WILLIAM JAMES | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF OPERATIONS OFFICER | 4589878 |
| REGARD, PAUL ETIENNE | DIRECTOR, CHIEF EXECUTIVE OFFICER & PRESIDENT | 2448671 |
| WEIGLE, BRIAN STEVEN | DIRECTOR & EXECUTIVE VICE PRESIDENT | 4131816 |
| WELLS, MICHAEL KURT | EXECUTIVE VICE PRESIDENT & TREASURER | 5999501 |
| WOODRING, DANIEL AARON | EXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | 4028705 |
Red Flags
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