Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Robyn Mitchell is a financial advisor with Ameriprise Financial Services, LLC. Julie has been in the industry since 2005. Julie is registered with FINRA and the state of Texas and is licensed to provide financial advice in 41 states. Julie previously worked at Wells Fargo Advisors, LLC, Morgan Stanley & Co., Incorporated, and Wells Fargo Investments, LLC. Julie specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and 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.
Asset allocation services
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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AZ
02/06/2014 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
07/02/2008 - 02/13/2014
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
AZ
04/12/2007 - 03/26/2008
MORGAN STANLEY & CO., INCORPORATED (SCOTTSDALE AZ)
AZ
10/19/2004 - 03/26/2007
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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