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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lynn Seifert is a financial advisor with over 24 years of experience in the industry. Julie Lynn Seifert is currently registered with SEI Investments Management Corp., and has previously been registered with several other firms, including Lincoln Investment, Royal Alliance Associates, Inc., McDonald Investments Inc., and Salomon Smith Barney Inc. Julie Lynn Seifert holds several licenses and certifications including Series 7, 63, 24, 52TO, 53, and 65, and has experience in providing a range of financial services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Julie Lynn Seifert specializes in serving individuals, businesses, charitable organizations, investment companies, banking or thrift institutions, pension and profit sharing plans, and corporations or other businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
10/20/2022 - Present
SEI Investments Management Corp. (Cincinnati OH)
OH
09/05/2018 - 10/10/2022
LINCOLN INVESTMENT (Cincinnatti OH)
OH
02/12/2015 - 02/26/2018
LINCOLN INVESTMENT (CINCINNATI OH)
OH
02/10/2005 - 11/21/2013
ROYAL ALLIANCE ASSOCIATES, INC. (CINCINNATI OH)
OH
07/16/2001 - 02/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
05/09/1995 - 07/27/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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