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Julie Kerrigan
JULIE M KERRIGAN, JULIE MEEHAN WHISTON
CRD#: 3081577
IA
B
MORGAN STANLEYCRD#: 149777 58 South Service Road
Suite 400
Melville, NY 11747
Suite 400
Melville, NY 11747
0
Disclosures
23
Years of Experience
View By:
State Registrations
B
Arizona 8/21/2019
B
New Jersey 8/21/2019
B
California 8/21/2019
B
New Mexico 5/3/2021
B
Colorado 8/21/2019
B
New York 8/8/2019
B
Connecticut 8/8/2019
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New York 6/16/2021
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Connecticut 8/8/2019
B
North Carolina 5/20/2020
B
Delaware 8/21/2019
B
Ohio 4/4/2022
B
District of Columbia 5/20/2020
B
Oklahoma 1/7/2025
B
Florida 8/21/2019
B
Oregon 2/11/2021
B
Georgia 5/20/2020
B
Pennsylvania 8/21/2019
B
Illinois 8/21/2019
B
Puerto Rico 11/16/2021
B
Louisiana 2/11/2021
B
Rhode Island 8/21/2019
B
Maine 11/13/2024
B
South Carolina 8/21/2019
B
Maryland 5/20/2020
B
Texas 5/20/2020
B
Massachusetts 8/21/2019
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Texas 5/21/2020
B
Nevada 2/11/2021
B
Virginia 8/21/2019
B
New Hampshire 11/13/2024
B
Washington 11/13/2024
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 8/8/2019
B
Registered with this firm since 8/8/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/31/2017 - 08/07/2019 | NEW YORK, NY | |
B | 05/31/2017 - 08/07/2019 | NEW YORK, NY | |
IA | 03/25/2015 - 05/30/2017 | MELVILLE, NY | |
B | 11/01/2013 - 05/30/2017 | MELVILLE, NY | |
IA | 06/07/2010 - 10/22/2013 | MELVILLE, NY | |
B | 06/02/2010 - 10/22/2013 | MELVILLE, NY | |
IA | 11/17/2009 - 05/17/2010 | MELVILLE, NY | |
B | 10/28/2009 - 05/17/2010 | MELVILLE, NY | |
B | 07/18/2002 - 08/21/2008 | NEW YORK, NY | |
B | 01/13/2001 - 02/20/2002 | NEW YORK, NY | |
B | 07/12/2000 - 01/13/2001 | BALTIMORE, MD | |
B | 04/27/2000 - 07/10/2000 | GARDEN CITY, NY |
GARDEN CITY, NY
04/27/2000 - 07/10/2000
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B
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.
IA
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.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.