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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 C. Anderson is a financial advisor with Robert W. Baird & Co. Inc. Julia has been in the industry since November 2007. The advisor has held registrations with several firms including Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. Julia Anderson holds the Series 66, Series 7, and SIE licenses. The advisor is licensed to provide investment advice in 48 states. Julia Anderson's specializations include investment advisory services, including financial planning, portfolio management for individuals, businesses and investment companies, and pension consulting.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CA
01/04/2024 - Present
Robert W. Baird & Co. Inc. (ROSEVILLE CA)
CA
05/27/2009 - 12/31/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROSEVILLE CA)
CA
01/01/2008 - 05/13/2009
WELLS FARGO ADVISORS, LLC (LINCOLN HILLS CA)
CA
11/14/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROSEVILLE CA)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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