Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Skinner is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the financial industry for over 23 years. Julie is licensed to provide investment advice in multiple states and has a strong track record of success in helping clients achieve their financial goals. Before joining Wells Fargo Clearing Services, LLC, Julie worked for RBC Capital Markets, LLC and A.G. Edwards & Sons, Inc. Julie has a wide range of experience in the financial industry and has a deep understanding of the investment landscape. Julie is committed to providing her clients with personalized financial advice and guidance.
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
OR
11/16/2021 - Present
Wells Fargo Clearing Services, LLC (EUGENE OR)
OR
10/25/2019 - 11/03/2021
RBC CAPITAL MARKETS, LLC (EUGENE OR)
OR
01/01/2008 - 11/04/2019
WELLS FARGO CLEARING SERVICES, LLC (EUGENE OR)
OR
12/07/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EUGENE OR)
BOTH
Issued 11/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
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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