Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Wager Iorio is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Julie has been in the financial industry since 2005 and has held previous roles with WELLS FARGO CLEARING SERVICES, LLC and ROYAL ALLIANCE ASSOCIATES, INC.. Julie is licensed to provide financial advice in Louisiana.
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.
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.
Investment consulting services to institutional clients
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.
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2
LA
03/05/2021 - Present
Wells Fargo Advisors Financial Network, LLC (LAFAYETTE LA)
LA
08/10/2005 - 03/05/2021
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
AZ
10/19/2004 - 04/01/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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