Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Schlafly Lilly is a financial advisor currently associated with Ryerson Financial, LLC. Julia has been in the industry for over 15 years and holds both a Series 7 and Series 66 license. She is also a Certified Financial Planner. Julia provides financial planning and educational seminars, and has a background working for a variety of firms including Edward Jones, Alta Vista Financial, Inc., and Kinsell, Newcomb & De Dios, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
02/11/2022 - Present
Ryerson Financial, LLC (Houston TX)
CA
11/02/2007 - 08/18/2008
ALTA VISTA FINANCIAL, INC. (CARLSBAD CA)
CA
11/02/2007 - 08/18/2008
KINSELL, NEWCOMB & DE DIOS, INC (CARLSBAD CA)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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