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 Soulek is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. Julie Ann has been in the industry for a period exceeding five years. Julie Ann has a Series 63, Series 6TO, and SIE licenses. Julie Ann also has previous experience with MWA FINANCIAL SERVICES INC., First Dakota National Bank and First Dakota Investment Services, and has been registered with the state of South Dakota. Julie Ann has specialized in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SD
01/02/2025 - Present
Raymond James Financial Services Advisors, Inc. (Chamberlain SD)
SD
01/20/2024 - 07/29/2024
MWA FINANCIAL SERVICES INC. (Chamberlain SD)
BC
Issued 02/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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