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Julie Ann Ehlert

American Portfolios Financial Services, Inc.

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About Julie Ann Ehlert

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.

Firm Information

Julie Ehlert is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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Julie Ehlert’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Ehlert.
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