Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Valenzuela is a financial advisor with over 28 years of experience in the industry. Julie has been registered with Wells Fargo Clearing Services, LLC since November 2016 and has held Series 7, Series 63, and Series 65 licenses. Julie is also registered as an Investment Advisor Representative in California and Texas. In addition to her work at Wells Fargo, Julie also works as a paper crafting demonstrator for Stampin Up!. Julie is committed to providing her clients with personalized financial advice and guidance. Julie's areas of expertise include financial planning, portfolio management, and investment consulting services. Julie is dedicated to helping her clients achieve their financial goals.
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
CA
09/02/2011 - Present
Wells Fargo Clearing Services, LLC (PALM DESERT CA)
NY
10/24/1994 - 08/28/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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