Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Dykstra is a financial professional with over two decades of experience in the industry. Julie currently works for Charles Schwab & CO., Inc. where she has been employed since January 2023. Prior to that, Julie worked for SUNTRUST ROBINSON HUMPHREY, INC. from 2006 to 2018. Julie holds the Series 63, Series 7 and SIE licenses. Julie is experienced in providing financial planning and advisory services, working with a wide range of clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/30/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
GA
07/21/2006 - 10/05/2018
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
08/02/2002 - 05/12/2006
WELLS FARGO BROKERAGE SERVICES, L.L.C. (ATLANTA GA)
BC
Issued 08/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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