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Julieann Schneidereit

Lion Street Financial, LLC

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About Julieann Schneidereit

Julieann Schneidereit is a financial professional with over 20 years of experience in the industry. Julieann Schneidereit is currently registered with Lion Street Financial, LLC and is licensed in Alabama, Georgia, and Nevada. Prior to joining Lion Street Financial, LLC, Julieann Schneidereit was a registered representative with International Assets Advisory, LLC, LPL Financial LLC, Financial Telesis Inc, Retirement Capital Group Securities, Inc., Newport Group Securities, Inc., Mellon Securities LLC, Mellon HR Securities, Inc., FSC Securities Corporation and Westport Financial Services, L.L.C.. Julieann Schneidereit holds Series 6 and 63 licenses as well as the SIE exam.

Firm Information

Julieann Schneidereit is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julieann Schneidereit’s Registration & Firm History

GA

08/16/2019 - Present

Lion Street Financial, LLC (Marietta GA)

GA

12/01/2015 - 08/19/2019

INTERNATIONAL ASSETS ADVISORY, LLC (MARIETTA GA)

GA

10/02/2014 - 12/03/2015

LPL FINANCIAL LLC (MARIETTA GA)

GA

12/13/2010 - 10/23/2014

FINANCIAL TELESIS INC (MARIETTA GA)

GA

04/25/2007 - 12/06/2010

RETIREMENT CAPITAL GROUP SECURITIES, INC. (MARIETTA GA)

FL

04/06/2005 - 07/12/2005

NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)

NJ

01/02/2004 - 03/31/2005

MELLON SECURITIES LLC (JERSEY CITY NJ)

NJ

07/25/2003 - 12/31/2003

MELLON HR SECURITIES, INC. (FORT LEE NJ)

GA

02/20/2002 - 07/28/2003

FSC SECURITIES CORPORATION (ATLANTA GA)

FL

03/15/1999 - 12/31/1999

WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 01/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julieann Schneidereit.
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