Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Robichaud is a financial advisor registered with Charles Schwab & Co., Inc.. Julia has been in the securities industry since April 13, 2021 and is currently registered in 54 states. Julia has experience with MFS Fund Distributors, Inc. and is knowledgeable about investment companies, insurance companies, high net worth individuals, and other investment advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
12/09/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
MA
03/20/2021 - 04/14/2022
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 12/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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