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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Shemanski is a financial advisor with Ameriprise Financial Services, LLC. Julie has been in the financial services industry since May 15, 2000 and has experience with both Ameriprise Financial Services, LLC and Comerica Securities. Julie is licensed to provide financial advice in Michigan, California, Florida, Illinois, Indiana, New Jersey, North Carolina, Ohio, and South Carolina. Julie has a strong background in portfolio management, financial planning, and pension consulting. Julie's clients include high-net-worth individuals, corporations, and charitable organizations.
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.
Asset allocation services
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.
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MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
08/06/2001 - 11/03/2023
COMERICA SECURITIES (FARMINGTON MI)
MI
05/15/2000 - 08/09/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
BOTH
Issued 05/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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