Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Alida Hassna is a financial advisor who has been in the industry for over 9 years. She is currently registered with Stifel, Nicolaus & Company, Inc. in California and Texas. Prior to joining Stifel, Julie worked at Northwestern Mutual Investment Services, LLC in Sacramento, California. Julie specializes in providing financial planning, portfolio management and other investment advisory services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Julie holds the Series 6, 7, 63 and SIE licenses. She is also a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT® professional.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/20/2023 - Present
Stifel, Nicolaus & Company, Inc. (ROSEVILLE CA)
CA
06/30/2014 - 09/06/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julie Hassna is the right advisor for you? Invested Better is here to help.
