Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Lorraine Call is a registered investment advisor representative who has been in the financial services industry since October 27, 1987. Julianne is currently employed by TCP Asset Management, LLC. Julianne has a wide range of experience in the industry and has worked with several firms in the past including United Planners' Financial Services of America A Limited Partner, Charles Schwab & Co., Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Julianne holds Series 3, 7, 10, 63, and 65 securities licenses and is a registered investment advisor in Arizona.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor's fees
1
2
AZ
03/26/2024 - Present
TCP Asset Management, LLC (Phoenix AZ)
AZ
10/16/2015 - 12/31/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PHOENIX AZ)
AZ
07/20/2015 - 10/29/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
05/07/2012 - 07/07/2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
01/03/2011 - 09/07/2011
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
AZ
05/08/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
AZ
01/31/2005 - 05/06/2009
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
CA
12/13/2000 - 07/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/01/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
05/12/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
06/13/1988 - 10/09/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/14/1988 - 05/31/1988
LOMAS SECURITIES USA, INC.
NA
09/01/1987 - 03/05/1988
BOETTCHER & COMPANY, INC.
NA
02/24/1984 - 09/01/1987
LOVETT MITCHELL WEBB & GARRISON, INC.
IA
Issued 02/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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