Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Diane Hintt is a financial advisor with over 10 years of experience in the financial services industry. Julie is a registered representative of Raymond James & Associates, Inc., and holds a Series 66 and Series 7 license. She is currently registered in the state of Indiana as both a Broker-Dealer and Investment Advisor. Julie provides a variety of financial planning and investment management services to individual and business clients. She has a proven track record of success in helping clients achieve their financial goals. Previously Julie worked for RBC Capital Markets, LLC, Robert W. Baird & Co. Incorporated, American Portfolios Financial Services, Inc., NFP Securities, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
Please see note in schedule d - miscellaneous
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
IN
01/09/2019 - Present
Raymond James & Associates, Inc. (Indianapolis IN)
IL
06/08/2016 - 05/09/2017
RBC CAPITAL MARKETS, LLC (ROCKFORD IL)
WI
06/30/2014 - 06/01/2016
ROBERT W. BAIRD & CO. INCORPORATED (JANESVILLE WI)
IL
05/14/2014 - 07/01/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCKFORD IL)
IL
05/22/2012 - 03/05/2014
NFP SECURITIES, INC. (ROCKFORD IL)
IL
06/01/2009 - 06/18/2010
MORGAN STANLEY SMITH BARNEY (BARRINGTON IL)
IL
09/25/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BARRINGTON IL)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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