Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Sheridan is a financial advisor at Ameriprise Financial Services, LLC. Julia has over 17 years of experience in the financial services industry. Julia holds the Series 7 and Series 66 securities licenses as well as the SIE. Julia is registered in Florida and Texas and has previously worked with LPL Financial LLC and Commonwealth Financial Network. Julia specializes in providing financial advice to individuals, businesses, trusts/estates, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
Asset allocation services
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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2
FL
02/06/2025 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
08/13/2013 - 05/09/2016
LPL FINANCIAL LLC (PANAMA CITY FL)
FL
03/31/2010 - 05/14/2012
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
03/20/2008 - 03/26/2010
COMMONWEALTH FINANCIAL NETWORK (BOCA RATON FL)
FL
06/17/2003 - 07/08/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
06/07/2001 - 11/27/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 06/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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