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Julie Anna Iparraguirre

Avantax Investment Services, Inc.

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About Julie Anna Iparraguirre

Julie Anna Iparraguirre is a registered representative with Avantax Investment Services, Inc. Julie is licensed in Oregon and holds the Series 63, 6TO and SIE exams. Julie began her career in the securities industry on May 2, 2023 and has been working at Avantax Investment Services, Inc. since then.

Firm Information

Julie Iparraguirre is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julie Iparraguirre’s Registration & Firm History

OR

05/02/2023 - Present

Avantax Investment Services, Inc. (North Bend OR)

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Licenses & Designations

BC

Issued 08/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Anna Iparraguirre.
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