Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Melulis is an investment advisor representative with U.S. Bancorp Investments, Inc. in Sioux Falls, SD and St. Louis, MO. Julianne has been in the industry since April 10, 2014. Julianne is registered with FINRA and the state of Missouri. Julianne also holds the Series 6, 7, and 66 licenses.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
SD
08/09/2022 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
IL
12/19/2019 - 01/26/2021
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
IL
11/01/2018 - 09/27/2019
MORGAN STANLEY (DEERFIELD IL)
NA
11/02/1993 - 04/21/1994
BANC ONE SECURITIES CORPORATION
NA
11/01/1991 - 08/30/1993
FIRST CHICAGO INVESTMENT SERVICES, INC.
NA
09/06/1989 - 10/15/1991
DEAN WITTER REYNOLDS INC.
NA
01/24/1989 - 06/21/1989
J. W. GANT & ASSOCIATES, INC.
NA
05/10/1988 - 01/28/1989
THE STUART-JAMES COMPANY, INCORPORATED
NA
07/29/1987 - 08/09/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
07/29/1987 - 08/09/1988
TRANSAMERICA SECURITIES SALES CORPORATION
BOTH
Issued 11/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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