Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Miller is a financial advisor at U.S. Bancorp Investments, Inc. Julie has been in the industry since 1999. Julie holds the Series 6, 7, and 66 licenses. Julie has held past registrations with BBVA Securities Inc., Kestra Investment Services, LLC, and Charles Schwab & Co., Inc. In addition to her experience with U.S. Bancorp Investments, Inc., Julie also has experience working with Compass Bank and BBVA Compass Insurance Agency, Inc.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
10/15/2024 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
CO
10/05/2018 - 07/30/2021
BBVA SECURITIES INC. (LITTLETON CO)
CO
12/07/2017 - 10/01/2018
KESTRA INVESTMENT SERVICES, LLC (DENVER CO)
CO
08/02/2006 - 07/03/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
01/03/2005 - 07/24/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/24/2000 - 11/23/2004
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
11/03/1998 - 08/15/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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