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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 Falletta dinkel is a financial advisor at Edward Jones and has been in the industry for 27 years. Julia is registered in 16 states including Colorado, Texas, California, and Arizona. Julia has passed the Series 6, Series 7, Series 63, and Series 66 exams, as well as the Securities Industry Essentials (SIE) Exam. Julia has experience working with individuals, high-net-worth individuals, corporations, partnerships, trusts, investment clubs, and charitable organizations.
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.
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.
See schedule d - miscellaneous
1
2
CO
12/27/2018 - Present
Edward Jones (COLORADO SPRINGS CO)
CO
01/03/2014 - 09/11/2015
FINTEGRA, LLC (PUEBLO CO)
CO
10/02/2006 - 01/07/2014
LPL FINANCIAL LLC (PUEBLO CO)
CO
10/02/2001 - 10/04/2006
A. G. EDWARDS & SONS, INC. (PUEBLO CO)
TX
02/06/1998 - 10/10/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/11/1995 - 10/10/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 01/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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