Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie anne marie? Claim Your ProfileJulie-anne Samaniego Villena is an Investment Advisor Representative associated with O'Shaughnessy Asset Management, LLC in Stamford, Connecticut. Julie-anne has been in the industry since 2000 and has experience with the firm since July 2023. O'Shaughnessy Asset Management provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Julie-anne specializes in developing investment strategies for a wide range of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
07/21/2023 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
CA
02/08/2019 - 03/22/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
09/19/2000 - 07/06/2016
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 02/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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