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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 Rose Stirling is an investment advisor representative at Principal Asset Management with over 20 years of experience in the industry. Julie is a registered investment advisor in all 50 states. She has worked in the financial services industry since 1999, and has held positions at Princor Financial Services Corporation and Charles Schwab & Co., Inc. Julie is also a registered principal, having passed the Series 24 exam. She is a highly qualified financial professional with a wealth of experience in the industry. 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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
CA
01/14/2022 - Present
Principal Asset Management (Roseville CA)
IA
07/18/2007 - 09/22/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
TX
09/23/1999 - 11/16/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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