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 Sullivan is a financial advisor in Atlanta, Georgia with over 30 years of experience in the financial services industry. Julie currently works with Strategic Blueprint, LLC, and has been registered with the state of Georgia since 2011. Julie is also a Registered Investment Advisor in Georgia. Julie is a Series 7, 22, 24, 63, and 66 licensed professional. In addition to working as an investment advisor, Julie also serves as the chief compliance officer for Strategic Blueprint, LLC, and Timbrel Capital, LLC. Julie also serves as an officer for several other companies including SFA Insurance Services, Inc. and SFA Holdings, Inc.. Julie is known for providing financial planning and portfolio management services for individuals, businesses, high-net-worth individuals, and charitable organizations. Julie offers a variety of advisory services to her clients including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Family office fees, endorsements
1
2
GA
04/01/2021 - Present
Strategic Blueprint, LLC (ATLANTA GA)
MD
03/28/2007 - 04/17/2009
OLD MUTUAL FINANCIAL NETWORK SECURITIES, INC. (BALTIMORE MD)
GA
02/15/2002 - 06/01/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/04/1993 - 02/05/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
06/11/1997 - 12/20/1999
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NA
03/13/1995 - 12/31/1995
COMPREHENSIVE FINANCIAL SERVICES, INC.
GA
11/27/1990 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
05/23/1990 - 11/26/1990
CARNEGIE SECURITIES CORPORATION
NA
01/19/1988 - 05/10/1989
FIRST ALLIANCE SECURITIES, INC.
NA
05/10/1983 - 01/09/1988
VANSOUTH SECURITIES, INC.
BOTH
Issued 06/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/24/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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