Unclaimed
Julie Ehlert is a financial advisor with over 20 years of experience. Julie currently works for American Portfolios Financial Services, Inc., and is registered in Michigan. Her experience includes working with Questar Capital Corporation. Julie holds Series 6 and Series 63 licenses as well as the SIE exam.
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.
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.
1
2
MI
09/05/2007 - Present
American Portfolios Financial Services, Inc. (ANN ARBOR MI)
MI
11/02/2001 - 09/05/2007
QUESTAR CAPITAL CORPORATION (NOVI MI)
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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