Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juli? Claim Your ProfileJuli Yvonne McNeely is a financial advisor with over 27 years of experience in the industry. Juli is currently registered with Osaic Wealth, Inc. in Wisconsin and Minnesota. Juli has previously been registered with Woodbury Financial Services, Inc., SII Investments, Inc., and Capital Financial Services, Inc. Juli holds the Series 63, SIE and Series 7 licenses. Juli has obtained the Certified Financial Planner designation and is active in the National Association of Insurance and Financial Advisors.
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.
Guidance on pension options to ensure a secure financial future.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (SPENCER WI)
WI
10/27/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SPENCER WI)
WI
11/29/2010 - 10/30/2017
SII INVESTMENTS, INC. (SPENCER WI)
WI
09/11/1997 - 11/30/2010
CAPITAL FINANCIAL SERVICES, INC. (SPENCER WI)
CA
07/29/1996 - 01/30/1998
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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