Julia T. Eggener
Professional summary
Julia Therese Eggener, who also goes by Julia Therese Folsom, is a registered financial professional currently at CABOT LODGE SECURITIES LLC located in Hartford, Wisconsin.
Julia is registered as a RR (Registered Representative) and started their career in finance in 2000. Julia has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Julia Therese Eggener's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 5, 2013 - Present
CABOT LODGE SECURITIES LLC
October 3, 2011 - July 15, 2013
ALLIED BEACON PARTNERS, INC.
March 14, 2006 - September 30, 2011
WORKMAN SECURITIES CORPORATION
April 8, 2003 - March 1, 2006
EDWARD JONES
October 10, 2000 - March 19, 2003
STRONG INVESTMENTS, 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
(3/13/2023)
(8/7/2015)
(5/15/2023)
(5/15/2023)
(3/18/2016)
(7/5/2013)
Exams
FINRA
Current Firm
CABOT LODGE SECURITIES LLC
CRD#: 159712 / SEC#: , 8-69009
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 2 |
| Arbitration | 1 |
Red Flags
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