Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Stimson is a financial advisor in Houston, TX, with over 24 years of experience in the financial services industry. Julia currently works at Ameriprise Financial Services, LLC. Previously, Julia worked at IDS Life Insurance Company. Julia is licensed to provide financial advice in Texas. Julia has passed exams Series 63, Series 51, Series 24, SIE, and Series 7. Ameriprise Financial Services, LLC is a large financial services firm with over $479 billion in assets under management. The firm provides advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation services, and educational seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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TX
01/20/1998 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
MN
12/15/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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