Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Starchevich is a financial advisor who has been in the industry since December 6, 2007. Julie is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since March 2014. Prior to that, Julie worked at INVEST FINANCIAL CORPORATION and ROBERT W. BAIRD & CO. INCORPORATED. Julie has passed the Series 7, Series 24, Series 66, and SIE exams. Julie specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Julie is also registered as an investment advisor representative (IAR) in Wisconsin.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
07/23/2014 - Present
Robert W. Baird & Co. Inc. (OCONOMOWOC WI)
WI
08/24/2011 - 03/31/2014
INVEST FINANCIAL CORPORATION (RACINE WI)
WI
06/20/2003 - 03/06/2007
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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