Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Kathryn Steppan is a financial advisor at B.o.s.s. Retirement Advisors, LLC. Julia has been in the industry for over 3 years. Julia is registered to provide investment advice in Washington and has passed the Series 7TO, SIE, and Series 66 exams. Julia has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Honeymoon Financial Strategies, Extended Travel, Enterprise Holdings, Park City Sport, Colorado State University, Bank of America, N.A., AE WEALTH MANAGEMENT, LLC, BECKER RETIREMENT GROUP, and B.O.S.S. Retirement Solutions.
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.
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.
Referral fees
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2
UT
06/27/2022 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
WA
02/08/2019 - 01/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
BOTH
Issued 03/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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