Julie Tauriainen is a registered investment advisor, based in Aptos, CA, with 23 years of industry experience.
Location
7735 Soquel Drive, Aptos, CA, 95003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is the CEO of Serendipity Securities, dedicating about half her time to financial advising and business duties. She is also a partner in Resurrection Properties, a family-owned rental real estate LLC, spending minimal time on managing reports, bills, and maintenance.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations18 states
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