Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Marie Stein is a financial advisor registered with The Huntington Investment Co. in Mentor, Ohio. Julie is a Certified Financial Planner and has been in the industry since 2009. Julie holds FINRA licenses Series 6, 7 and 66. She is registered to offer investment advice and securities products in 20 states, including Ohio, Florida, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/02/2015 - Present
THE Huntington Investment Co. (MENTOR OH)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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