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Julianne Marie Pohl

National Financial Services LLC

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About Julianne Marie Pohl

Julianne Marie Pohl is a financial professional with National Financial Services LLC. Julianne holds the Series 99TO and SIE licenses and has been in the industry since June 27, 2021. Julianne is currently registered with the firm's Albuquerque, NM branch office.

Firm Information

Julianne Pohl is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julianne Pohl’s Registration & Firm History

NM

06/28/2021 - Present

National Financial Services LLC (ALBUQUERQUE NM)

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Licenses & Designations

BC

Issued 06/28/2021

Series 99TO - Operations Professional Examination

BC

Issued 05/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julianne Marie Pohl.
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