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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 Ellinghaus is a financial advisor at Fidelity Personal And Workplace Advisors. Julia has been a registered representative since May 2020. Julia has a Series 66, Series 7TO and SIE license and holds registrations for Investment Advisor in Florida and Texas and Broker Dealer in 53 states. Julia has experience with Valic Financial Advisors and Pruco Securities. Fidelity Personal And Workplace Advisors has a total of 1,991,043 accounts with $818,776,100,963 in assets under management. Fidelity Personal And Workplace Advisors offers investment advisory services to individuals, businesses, high-net-worth individuals, pension plans, and charitable organizations. The firm also offers financial planning and educational seminars.
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.
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.
1
2
FL
08/21/2023 - Present
Fidelity Personal AND Workplace Advisors (LOXAHATCHEE FL)
FL
06/15/2021 - 08/18/2022
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
10/20/2020 - 06/10/2021
PRUCO SECURITIES, LLC. (West Palm Beach FL)
FL
05/22/2020 - 11/05/2020
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
BOTH
Issued 06/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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