Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lewis Paul is a financial advisor with over 30 years of experience in the industry. Julie is currently registered as a Registered Representative with D.a. Davidson & Co. in Seattle, WA. Previously, Julie was with WELLS FARGO INVESTMENTS, LLC in Seattle, WA and BIDWELL & COMPANY in Portland, OR. Julie has earned a variety of licenses and certifications including Series 7, Series 9, Series 10, Series 24, Series 27, Series 63, Series 65, Series 99TO, and SIE.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
03/31/2006 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
12/10/1991 - 03/30/2006
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
OR
11/11/1988 - 11/14/1991
BIDWELL & COMPANY (PORTLAND OR)
IA
Issued 03/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/21/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/10/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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