Unclaimed
Julie Ann Gampp is a financial professional with over 27 years of experience in the industry. Julie Ann is currently registered with Stifel, Nicolaus & Company, Inc. in Frontenac, Missouri. Previously, Julie Ann has been affiliated with U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC., MERCANTILE INVESTMENT SERVICES, INC., and MARK TWAIN BROKERAGE SERVICES, INC.
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
MO
09/06/2013 - Present
Stifel, Nicolaus & Company, Inc. (FRONTENAC MO)
MO
12/01/2001 - 08/29/2013
U.S. BANCORP INVESTMENTS, INC. (LADUE MO)
NJ
01/03/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
06/21/1997 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
08/06/1996 - 06/21/1997
MARK TWAIN BROKERAGE SERVICES, INC.
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1996
Series 7 - General Securities 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 Gampp is the right advisor for you? Invested Better is here to help.