Unclaimed
Julie Sanders is a financial advisor with Stephens. Julie is a registered representative with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since July 2008. Julie holds Series 66, 7 and SIE licenses. Julie has experience working with individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Julie specializes in investment advisory services, including financial planning, portfolio management, and pension consulting. Julie is registered with the state of Arkansas and is also registered as a resident agent in Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
11/25/2013 - Present
Stephens (HOT SPRINGS AR)
AR
07/14/2008 - 11/26/2013
WELLS FARGO ADVISORS, LLC (HOT SPRINGS VILLAGE AR)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julie Sanders is the right advisor for you? Invested Better is here to help.