Unclaimed
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.
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.
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.
1
2
OR
05/02/2023 - Present
Avantax Investment Services, Inc. (North Bend OR)
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
Active
Inactive
F
FINRA
Not sure Julie Iparraguirre is the right advisor for you? Invested Better is here to help.