Julie A. Orser Odermatt
Professional summary
Julie Ann Orser Odermatt, who also goes by Julie A Orser, Julie Ann Orser, Julie Ann Orser-shead, Julie Orser Odermatt, is a registered financial advisor currently at ORSER INVESTMENT ADVISORS, INC. located in Houston, Texas.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Julie has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie Ann Orser Odermatt's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 1994 - Present
ORSER INVESTMENT ADVISORS, INC.
October 19, 1983 - February 2, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/1994)
Exams
Current Firm
ORSER INVESTMENT ADVISORS, INC.
CRD#: 114546 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 35,255,992 |
Red Flags
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