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Julee Ann Mott

Stratos Wealth Partners, Ltd.

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About Julee Ann Mott

Julee Ann Mott is a registered investment advisor representative at Stratos Wealth Partners, Ltd. in HUDSON, OH. Julee Ann Mott has been in the industry since May 16, 2005. Julee Ann Mott is also registered with LPL Financial LLC in HUDSON, OH. Prior to joining Stratos Wealth Partners, Ltd., Julee Ann Mott was a registered investment advisor representative at RBC CAPITAL MARKETS CORPORATION in BEACHWOOD, OH and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in AKRON, OH.

Firm Information

Julee Mott is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management with third party managers

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Julee Mott’s Registration & Firm History

OH

08/26/2010 - Present

Stratos Wealth Partners, Ltd. (HUDSON OH)

OH

03/19/2009 - 08/26/2010

RBC CAPITAL MARKETS CORPORATION (BEACHWOOD OH)

OH

05/17/2005 - 03/30/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)

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Licenses & Designations

BOTH

Issued 10/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julee Ann Mott.
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