Julia Li Email & Phone Number
Senior Vice President, Financial Advisor @ Morgan Stanley
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Julia Li Location
- California, United States
Julia Li Work
- 2021 -now Senior Vice President, Financial Advisor @
- 2010 -2021 Senior Financial Advisor, Senior Vice President-Investments @
- 2001 -2010 Financial Advisor, Vice President @
- 1996 -2001 Senior Financial Advisor @
Julia Li Education
- State University of New York at Buffalo
Master of Arts (MA) (Economics)
1993-1995 - Peking University
Bachelor of Science (BS) (Economic Geography)
1982-1986
Julia Li Skills
- Financial Planning
- Retirement Planning
- Series 63
- Mutual Funds
Julia Li Summary
- Julia Li, based in California, United States, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Julia Li brings experience from previous roles at Wells Fargo Advisors, Citi and Merrill Lynch. Julia Li holds a 1993 - 1995 Master of Arts (MA) in Economics @ State University of New York at Buffalo. With a robust skill set that includes Financial Planning, Retirement Planning, Series 63, Mutual Funds and more. Julia Li has 1 emails on RocketReach.
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