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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Ann McGinnis is a registered investment advisor representative with Cetera Investment Advisers LLC. Julia Ann McGinnis has over 30 years of experience in the financial services industry. She is a licensed investment advisor in Washington, and a registered representative in several states including Arizona, California, Hawaii, Idaho, Missouri, New York, Oregon, and Washington. Julia Ann McGinnis offers a range of financial planning and investment management services for individuals and businesses, including retirement planning, college savings, and estate planning.
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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WA
01/21/2014 - Present
Cetera Investment Advisers LLC (OLYMPIA WA)
WA
10/01/2012 - 12/12/2012
J.P. MORGAN SECURITIES LLC (LACEY WA)
WA
12/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OLYMPIA WA)
WA
10/24/2009 - 01/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OLYMPIA WA)
WA
07/12/1999 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OLYMPIA WA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
07/20/1995 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
CA
12/10/1991 - 07/07/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
08/01/1991 - 10/08/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/16/1989 - 09/04/1991
GAF FINANCIAL AND INSURANCE SERVICES
NA
06/12/1989 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NA
07/08/1987 - 09/09/1988
GNA SECURITIES, INC.
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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