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Julie Anne Fici

Managed Asset Portfolios, LLC

Rochester, MI

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Current Employers
Managed Asset Portfolios, Llc

950 W. University, Suite 100, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-12-10
  • MI RA
    APPROVED
    Since 2019-12-10

Branch Locations

950 W. University, Suite 100, Rochester, MI 48307 • 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
Unemployed Detroit MI 12/2006 06/2017
Managed Asset Portfolios Rochester MI 06/2017 Present
  • 12/2006 → 06/2017
    Unemployed
    Detroit, MI
  • 06/2017 → Present
    Managed Asset Portfolios
    Rochester, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-09
S63 Uniform Securities Agent State Law Examination 1994-06-24
  • S65 Uniform Investment Adviser Law Examination
    2019-12-09
  • S63 Uniform Securities Agent State Law Examination
    1994-06-24
Other Names
  • Julie Anne Fici
  • Julie Mcgill

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

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