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JULIE ANNE SCHOLES
JULIE A SCHOLES, JULIE ANNE WOLD
CRD#: 2981774
IA
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 123 N 7TH ST
GRAND JUNCTION, CO 81501
GRAND JUNCTION, CO 81501
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Disclosures
27
Years of Experience
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State Registrations
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Alabama 2/4/2010
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Montana 3/30/2010
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Alaska 4/20/2009
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Nebraska 2/4/2010
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Arizona 4/20/2009
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Nevada 4/20/2009
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Arkansas 3/30/2010
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New Jersey 4/20/2009
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California 4/20/2009
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New Mexico 4/20/2009
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Colorado 2/23/2007
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New York 4/20/2009
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Colorado 2/23/2007
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North Carolina 4/21/2009
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Connecticut 4/20/2009
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North Dakota 2/4/2010
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Delaware 3/30/2010
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Ohio 4/20/2009
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District of Columbia 8/16/2017
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Oklahoma 4/20/2009
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Florida 4/20/2009
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Oregon 4/20/2009
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Georgia 4/20/2009
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Pennsylvania 4/20/2009
B
Hawaii 4/20/2009
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Rhode Island 3/21/2024
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Idaho 4/20/2009
B
South Carolina 4/20/2009
B
Illinois 4/20/2009
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South Dakota 3/30/2010
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Indiana 3/30/2010
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Tennessee 1/19/2012
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Iowa 4/20/2009
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Texas 4/20/2009
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Kansas 4/20/2009
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Texas 4/23/2009
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Kentucky 3/30/2010
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Utah 4/20/2009
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Maine 3/30/2010
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Vermont 12/2/2021
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Maryland 4/20/2009
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Virginia 4/20/2009
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Massachusetts 4/20/2009
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Washington 6/12/2009
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Michigan 4/20/2009
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West Virginia 3/30/2010
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Minnesota 2/4/2010
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Wisconsin 4/20/2009
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Missouri 2/4/2010
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Wyoming 4/20/2009
SRO Registrations
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Registered with this firm since 2/23/2007
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Registered with this firm since 2/23/2007
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/03/2003 - 01/17/2007 | FORT COLLINS, CO | |
B | 02/28/2003 - 01/17/2007 | FORT COLLINS, CO | |
B | 12/15/1997 - 02/21/2003 | NEW YORK, NY |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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