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 Stalla has been in the financial services industry since June 12, 1988. Julie is currently registered as an Investment Advisor Representative (IAR) with LPL Enterprise, LLC. Julie is also registered with the following states: California, Colorado, Connecticut, Florida, Illinois, Indiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Wisconsin. Prior to joining LPL Enterprise, LLC, Julie was affiliated with Pruco Securities Corporation and The Prudential Insurance Company of America.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
1
2
OH
11/14/2024 - Present
LPL Enterprise, LLC (ROCKY RIVER OH)
NA
10/04/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NJ
06/20/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
06/13/1988 - 06/10/1989
PRUCO SECURITIES CORPORATION
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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