Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Jefferis Abdo is a financial advisor with Stifel, Nicolaus & Company, Inc. based in FORT MYERS, FL. Julie has been in the financial services industry since 2020. Julie has a diverse background in education and finance. Julie holds several professional designations and has a proven track record of success. Julie's commitment to providing excellent service and personalized advice has earned her a reputation as a trusted financial advisor.
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.
1
2
FL
04/19/2023 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
NC
09/10/2020 - 11/15/2022
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
IA
Issued 01/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julie Abdo is the right advisor for you? Invested Better is here to help.
