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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 Welch is a financial advisor with Ameriprise Financial Services, LLC in Tucson, Arizona. Julia has been in the industry since 1989, working with clients from different backgrounds and needs. Julia’s expertise lies in developing customized financial plans, providing personalized investment advice, and supporting clients through their financial journey. She has a strong understanding of various financial products and services, including investments, insurance, and retirement planning. Julia is dedicated to building long-term relationships with clients 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.
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
AZ
10/12/2022 - Present
Ameriprise Financial Services, LLC (TUCSON AZ)
AZ
11/30/2021 - 06/21/2022
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
AZ
04/08/2013 - 12/06/2021
AMERIPRISE FINANCIAL SERVICES, LLC (TUCSON AZ)
AZ
03/08/2013 - 04/25/2013
MORGAN STANLEY (TUCSON AZ)
AZ
08/10/2010 - 11/11/2011
CHASE INVESTMENT SERVICES CORP. (GREEN VALLEY AZ)
AZ
01/01/2008 - 04/28/2009
WACHOVIA SECURITIES, LLC (TUCSON AZ)
AZ
07/27/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TUCSON AZ)
AZ
12/20/2005 - 07/10/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (TUCSON AZ)
MO
02/15/2002 - 12/21/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/06/1995 - 02/27/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
09/04/1990 - 04/07/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
07/23/1986 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 11/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/14/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1986
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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