Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Merritt Leinenbach is a financial advisor who has been in the industry since 2005. Julie is currently registered with Newport Group Consulting, LLC and has been with the firm since January of 2018. Prior to that, she was with Newport Group Securities, Inc. Julie has obtained the Series 7 and SIE licenses. Julie specializes in retirement plans, foundations and endowments. Julie is a Chartered Financial Analyst and has a special interest in investment performance analytics, managed account services for plan participants, and portfolio management for pooled investment vehicles.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
02/01/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
12/19/2013 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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