Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Donahue is a financial advisor with over 30 years of experience in the financial services industry. Julie currently works with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement Advisory Services, LLC, Julie worked at Raymond James Financial Services, Inc. Julie has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. She offers a variety of services, including financial planning, investment management, and retirement planning. Julie has earned the Series 63, Series 66, and Series 7 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.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
IL
10/18/2022 - Present
Wealth Enhancement Advisory Services, LLC (NEW LENOX IL)
IL
01/03/1991 - 10/13/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW LENOX IL)
WI
12/07/1988 - 01/04/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
06/08/1988 - 11/26/1988
MESIROW INVESTMENT SERVICES, INC.
BOTH
Issued 09/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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