Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Huebner is a financial advisor registered with the state of Illinois and currently associated with Stenger Family Office, LLC. Prior to this, Julia worked at MORGAN STANLEY. Julia has passed the Series 7TO, SIE and Series 66 exams. Julia specializes in portfolio management for businesses and individuals, as well as financial planning and selection of other advisors. Julia has over 300 clients with assets under management over $320 million.
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.
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IL
06/23/2023 - Present
Stenger Family Office, LLC (NAPERVILLE IL)
IL
10/19/2020 - 04/07/2023
MORGAN STANLEY (Oak Brook IL)
BOTH
Issued 11/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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