Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Breault is a financial advisor with over 20 years of experience in the industry. Julie currently works with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Julie has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Julie is a Series 7, 63, 66, 24, and 53 licensed professional. She has worked with Edward Jones, U.S. Bancorp Investments, Inc., Wells Fargo Advisors, LLC, and First Bankers' Banc Securities, Inc. in the past.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/07/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
04/04/2013 - 10/18/2018
FIRST BANKERS' BANC SECURITIES, INC (ST LOUIS MO)
MO
11/19/2008 - 03/28/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
03/17/2004 - 11/03/2008
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
07/08/2003 - 01/29/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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