Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julee? Claim Your ProfileJulee Rae Sarto is a financial advisor with Executive Wealth Management, LLC, a firm registered with the SEC. Julee has been in the industry since 2000. Julee is licensed to offer investment advice in Colorado, Illinois, Michigan, Pennsylvania and Texas. Julee provides financial planning, educational seminars, and investment management services to individuals, businesses, pooled investment vehicles, and charitable organizations. Julee has prior experience with Private Client Services, LLC and Cetera Investment Services LLC. Julee is also a Secretary for Safe Harbor Credit Union and Treasurer for Connexion Point.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
11/21/2019 - Present
Executive Wealth Management, LLC (Ludington MI)
MI
05/31/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Ludington MI)
MI
08/24/2004 - 06/02/2017
CETERA INVESTMENT SERVICES LLC (LUDINGTON MI)
NJ
10/01/2001 - 08/24/2004
MELLON SECURITIES LLC (JERSEY CITY NJ)
NY
06/14/2000 - 10/01/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
05/09/2000 - 06/14/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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