Julie J. Peak
First Southwest Company
Financial Planner in Houston, TX
Address:700 Milam St, Ste 500
Houston, TX 77002
About Julie J. Peak
Julie Peak is a financial professional at First Southwest Company located in Houston, Texas. Julie Peak holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Julie Peak provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Julie Peak700 Milam St, Ste 500
Houston, TX 77002
Phone Number:
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Website:
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