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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 Elyse Hostetter is a financial advisor with Cetera Investment Advisers LLC in San Diego, California. Julia has been in the financial services industry since 2005. Julia has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Julia holds the Series 7, Series 10, Series 24, Series 66 and SIE licenses and is registered with the state of California. Julia is committed to providing her clients with personalized financial advice and helping them achieve 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.
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.
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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CA
12/16/2024 - Present
Cetera Investment Advisers LLC (DAN DIEGO CA)
CA
10/10/2013 - 01/23/2018
RBC CAPITAL MARKETS, LLC (SAN DIEGO CA)
CA
01/03/2011 - 10/02/2013
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
07/21/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
BOTH
Issued 07/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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