Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Newton is an investment advisor representative with Foundations Investment Advisors LLC. Julia has been in the industry since July 2008 and has passed the Series 66 and Series 65 exams. Julia also holds a Series 6 license. Julia is registered to provide investment advisory services in Kansas and Missouri. Julia has a strong background in financial services and is dedicated to helping clients reach their financial goals.
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.
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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MO
01/13/2022 - Present
Foundations Investment Advisors LLC (Kansas City MO)
NM
07/08/2008 - 07/06/2009
INVEST FINANCIAL CORPORATION (ALBUQUERQUE NM)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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