Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Steele is a financial advisor with Vanguard Advisers, Inc., located in Malvern, PA. Julia Steele has been working in the financial industry since June 23, 2004. Julia Steele has a wide range of experience and is registered to provide investment advice in several states. Julia Steele holds the Series 6, 7, 63, 65, and 66 licenses, and has been employed with the Vanguard Group since 2021.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
PA
07/02/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
10/07/2016 - 11/01/2016
SCOTTRADE, INC. (WAYNE PA)
PA
02/22/2014 - 07/15/2016
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
DE
01/02/2013 - 06/11/2013
CADARET, GRANT & CO., INC. (WILMINGTON DE)
PA
06/06/2012 - 01/08/2013
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
DE
02/25/2010 - 04/28/2011
MML INVESTORS SERVICES, LLC (NEW CASTLE DE)
PA
10/15/1993 - 02/08/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/29/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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