Julie Habermann, financial advisor Mount Pleasant SC
88 score

Julie Habermann

CRD Number: 6281620
Current Firm: Charles Schwab & Company, Inc.

Julie Habermann (CRD# 6281620) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mount Pleasant, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Mt. Pleasant, SC Jan 2015 - Current 2
Charles Schwab Bank Mt. Pleasant, SC Jan 2015 - Current 2
Merrill Lynch, Pierce, Fenner & Smith San Antonio, TX Dec 2013 - Jan 2015 1
Unemployed San Antonio, TX Apr 2013 - Dec 2013 < 1
P3s Corporation San Antonio, TX Dec 2011 - Apr 2013 1
Exelis Mission Systems (itt Corporation) Colorado Springs, CO May 2010 - Dec 2011 1
Unemployed Colorado Springs, CO Apr 2009 - May 2010 1
Ymca Of Columbia Columbia, SC Dec 2008 - Apr 2009 < 1
Unemployed Columbia, SC Feb 2008 - Dec 2008 < 1
Lowe's Companies Inc. Charlotte, NC May 2002 - Jan 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Julie L. Habermann
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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