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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Niles Steinman is a Managing Director and Investment Adviser Representative with Robertson Stephens Wealth Management, LLC. Julie has been in the financial services industry since 1987 and has a broad range of experience in providing financial advice to individuals, families, and businesses. Julie holds the Series 6, 7, 8, 9, 10, 63, and 65 securities licenses and is also a Certified Financial Planner. Julie specializes in providing financial planning services, including retirement planning, college savings, and estate planning. Julie is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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2
ID
05/31/2019 - Present
Robertson Stephens (Ketchum ID)
ID
09/22/2006 - 06/12/2019
RBC CAPITAL MARKETS, LLC (KETCHUM ID)
ID
10/29/1998 - 09/13/2006
A. G. EDWARDS & SONS, INC. (KETCHUM ID)
RI
03/30/1987 - 06/10/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/28/1993
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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