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 January is a financial advisor with over 25 years of experience in the industry. Julia is currently registered as a Registered Representative with Valmark Advisers, Inc., a broker dealer, and also as an Investment Advisor Representative with the same firm. Julia has experience working with a variety of clients including individuals, high net worth individuals, trusts, businesses, and retirement plans. Julia has the ability to manage client portfolios in a discretionary and non-discretionary manner and provides financial planning, portfolio management, and consulting services.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
07/26/2024 - Present
Valmark Advisers, Inc. (Akron OH)
PA
11/11/2013 - 12/01/2023
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
OH
06/28/2013 - 10/17/2013
FIDELITY BROKERAGE SERVICES LLC (FAIRLAWN OH)
OH
04/11/2007 - 06/17/2013
VALMARK SECURITIES, INC. (AKRON OH)
OH
07/01/2005 - 03/27/2007
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
11/18/2003 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
MO
10/02/1991 - 04/19/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
05/14/1988 - 08/08/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 12/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julia January is the right advisor for you? Invested Better is here to help.
