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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 Stelloh is a financial advisor at Robert W. Baird & Co. Inc., where she has been working since July 2021. Prior to that, Julia worked as a CPA for various firms in Denver, Colorado. Julia is a Personal Financial Specialist and holds Series 7, 63, and SIE licenses. Julia's focus is on helping clients reach their financial goals. She provides financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
02/15/2022 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
BC
Issued 12/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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