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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Marie Stockbauer is a financial advisor with Edward Jones in Raleigh, NC. Julianne has over 8 years of experience in the financial services industry and has a deep understanding of the financial needs of individuals and families. She holds the Series 7, Series 63, Series 52TO, Series 24 and Series 53 licenses. Julianne is also a Chartered Financial Analyst (CFA). Julianne is committed to providing her clients with personalized financial advice and guidance. Her focus is on helping clients reach their financial goals through a variety of investment and financial planning services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
10/15/2020 - Present
Edward Jones (Raleigh NC)
NC
02/05/2020 - 07/09/2020
DFA SECURITIES LLC (CHARLOTTE NC)
MO
09/01/2015 - 01/21/2020
EDWARD JONES (ST. LOUIS MO)
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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