Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Haskell is a financial professional with over 3 years of experience in the industry. Julia has a strong background in securities, having passed the Series 7TO and SIE exams. Julia is currently registered with Charles Schwab & Co., Inc. in New Jersey and is licensed in all 50 states. Julia is a financial advisor who offers financial planning services and is a wrap fee program sponsor. Previously, Julia was registered with TD Ameritrade, Inc. in Nebraska.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
11/03/2023 - Present
Charles Schwab & CO., Inc. (Red Bank NJ)
NE
01/31/2020 - 11/03/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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