Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Lynn Iunker is a financial advisor with LPL Financial LLC. Julia has been in the financial industry since August 12, 2006. Julia holds the Series 6, 7, and 63 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Washington. Julia specializes in a variety of financial planning services including retirement planning, investment management, and insurance planning. Julia is committed to providing personalized financial advice and helping her clients 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
04/08/2022 - Present
LPL Financial LLC (ENUMCLAW WA)
WA
09/11/2019 - 05/02/2022
CABOT LODGE SECURITIES LLC (Enumclaw WA)
WA
04/25/2019 - 09/18/2019
IFS SECURITIES (Enumclaw WA)
WA
02/01/2005 - 10/13/2017
EDWARD JONES (ENUMCLAW WA)
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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