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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie-anne? Claim Your ProfileJulie-anne Lewis is a financial advisor with RBC Capital Markets, LLC. Julie-anne has over 20 years of experience in the financial services industry. She has a strong track record of helping clients achieve their financial goals. She has a wide range of experience in providing financial advice, including investment management, retirement planning, and estate planning. Julie-anne has worked with individuals, families, businesses, and institutions. She is committed to providing her clients with personalized service and advice. Julie-anne is also committed to staying up-to-date on the latest financial trends and regulations. She is a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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VA
10/31/2024 - Present
RBC Capital Markets, LLC (Warrenton VA)
VA
10/10/2012 - 03/06/2014
LPL FINANCIAL LLC (MIDDLEBURG VA)
VA
12/03/2010 - 10/01/2012
MID ATLANTIC CAPITAL CORPORATION (MIDDLEBURG VA)
VA
06/01/2009 - 12/21/2010
MORGAN STANLEY SMITH BARNEY (GAINESVILLE VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GAINESVILLE VA)
MD
02/06/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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