Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Elizabeth Bahr is a financial advisor with Clayton Financial Group, LLC. Julie has been in the financial services industry since 1999, working with individuals, families, and retirement plans. Julie has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MO
09/01/2015 - Present
Clayton Financial Group, LLC (ST. LOUIS MO)
MO
05/11/2004 - 07/10/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
08/14/2001 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MO
08/31/1999 - 07/09/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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