Julie Powers (CRD# 1808456) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alpena, MI and has over 18 years of experience in the finance industry.
CRD# 6856259
Watershed Wealth
CRD# 3273069
Osaic Wealth, Inc.
CRD# 6868127
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Alpena, MI | Aug 2023 - Current | < 1 |
| Oppenheimer & Company Inc. | Plymouth, MI | Jan 2016 - Aug 2023 | 7 |
| Infinex Investments, Inc. | Alpena, MI | Dec 2006 - Jan 2016 | 9 |
| First Federal Of Northern Michigan (formerly Bank Of Alpena) | Alpena, MI | Apr 2006 - Jan 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- MI
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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