Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kay Tauriainen is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. in APTOS, CA. Julie has been in the financial services industry since May 19, 2002. Julie also worked for Edward Jones, where she was registered from May 20, 2002 until August 23, 2019. Julie has passed the Series 7, Series 63, Series 9, Series 10 and Series 66 exams. Julie is licensed in Alaska, Arizona, California, Hawaii, Idaho, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Montana, Nevada, Oregon, Texas, Utah and Washington. She is also registered as an Investment Advisor Representative in Texas and California.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/23/2020 - Present
Raymond James Financial Services Advisors, Inc. (APTOS CA)
CA
05/20/2002 - 08/23/2019
EDWARD JONES (APTOS CA)
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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