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 Stiers is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc. Julie has been in the financial services industry since December 13, 1991. Prior to joining Raymond James Financial Services Advisors, Inc., Julie was associated with SII INVESTMENTS, INC., INVESTMENT CENTERS OF AMERICA, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Julie holds the Series 65 and Series 63 licenses, as well as the Series 7, Series 24 and SIE licenses. Julie is registered to provide investment advisory services in 36 states. Julie's firm provides a range of investment advisory services including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
06/09/2010 - Present
Raymond James Financial Services Advisors, Inc. (LAKE OSWEGO OR)
WI
11/13/2003 - 06/01/2004
SII INVESTMENTS, INC. (APPLETON WI)
WI
09/12/2001 - 11/13/2003
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
FL
05/16/1996 - 09/18/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
09/09/1991 - 04/12/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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