Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Schuette is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 2007 and holds a Series 63, 66 and 7 licenses. Julie specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutional investors. She has experience working with high-net-worth individuals and has a strong track record of success. Julie also has experience in portfolio management and investment advisory services. She is committed to helping her clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
09/04/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Atlanta GA)
DC
07/06/2016 - 08/16/2017
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
DC
12/05/2014 - 08/03/2016
MORGAN STANLEY (WASHINGTON DC)
HI
09/19/2014 - 12/09/2014
LPL FINANCIAL LLC (HONOLULU HI)
GA
11/01/2010 - 07/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
07/06/2007 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (ATLANTA GA)
BOTH
Issued 01/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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