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Julie Marie Stein

LPl Financial LLC

Willoughby, OH

Pepper Pike, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-18
TX RA APPROVED 2025-06-16
  • OH RA
    APPROVED
    Since 2025-06-18
  • TX RA
    APPROVED
    Since 2025-06-16

Branch Locations

37903 Euclid Ave, Willoughby, OH 44094 • United States

30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huntington Investment Company Columbus OH 02/2009 06/2025
Lpl Financial, Llc Pepper Pike OH 06/2025 Present
  • 02/2009 → 06/2025
    Huntington Investment Company
    Columbus, OH
  • 06/2025 → Present
    Lpl Financial, Llc
    Pepper Pike, OH
Previous Registrations
  • 2015-01-02 → 2025-06-23
    The Huntington Investment Company
    Painesville, OH
    Willoughby Hills, OH
    Wickliffe, OH
    Beechwood, OH
    Willoughby Hills, OH
    Euclid, OH
    Willoughby, OH
    Willoughby, OH
    Mentor, OH
    Mentor, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-18
  • S66 Uniform Combined State Law Examination
    2014-12-18
Designations
Other Names
  • Julie Fedorovich
  • Julie Marie Fedorovich

View on SEC IAPD

Other Firms

THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HANTZ FINANCIAL SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MICHAEL G. MILLER & ASSOCIATES, L.L.C.
OSAIC WEALTH, INC.

Other Investors

David Michael Cross
Nathaniel B. Hirko
Angela M. Thompson
JARED PATRICK BRILL
Cody Seth Bales
Connor Payne Butler
ROBERT CRAIG KOETH
BRITTANY ANN BITTNER

Other Offices

THE HUNTINGTON INVESTMENT COMPANY · WILLOUGHBY, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Willoughby, OH
J.P. MORGAN SECURITIES LLC · WILLOUGHBY, OH
HANTZ FINANCIAL SERVICES, INC. · WILLOUGHBY, OH
PNC WEALTH MANAGEMENT LLC · WILLOUGHBY, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Willoughby, OH
MICHAEL G. MILLER & ASSOCIATES, L.L.C. · WILLOUGHBY, OH
OSAIC WEALTH, INC. · WILLOUGHBY, OH

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