Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Shea is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Julie has been in the financial industry since 2000 and holds a Series 6, 7 and 63 license. Julie has a strong background in working with a variety of clients including individuals, businesses, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
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.
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.
Investment consulting services to institutional clients
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
IL
02/04/2019 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK TERRACE IL)
IL
05/07/2010 - 04/27/2017
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
10/04/2005 - 08/13/2008
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
NY
01/18/2001 - 01/05/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NJ
07/17/2000 - 12/14/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Shea is the right advisor for you? Invested Better is here to help.
