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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliette? Claim Your ProfileJuliette Williams is a financial advisor with Wealthspire Advisors, based in Delafield, WI. Juliette has been in the industry since 1996 and holds the Series 6, 7, 24, 63 and 66 licenses. Juliette's experience includes working at Next Financial Group, WEALTHSPIRE CAPITAL, LLC, and Woodbury Financial Services, Inc. Juliette is a specialist in financial planning, pension consulting, and portfolio management for both individuals and businesses. Wealthspire Advisors is an independent registered investment advisor with offices across the United States. The firm provides financial advice to individuals, families, businesses, and foundations.
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.
Personalized portfolio management to meet individual financial objectives.
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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WI
01/05/2021 - Present
Wealthspire Advisors (Delafield WI)
WI
10/26/2015 - 06/29/2020
WEALTHSPIRE CAPITAL, LLC (Delafield WI)
WI
12/07/2012 - 05/05/2015
NEXT FINANCIAL GROUP, INC. (DELAFIELD WI)
WI
09/04/1996 - 11/30/2012
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
MN
04/20/1999 - 10/19/1999
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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