Unclaimed
Julia Loehn is a financial professional with over 18 years of experience in the industry. Julia is currently registered with Prudential Annuities Distributors, Inc., and holds the Series 6, Series 26, and Series 63 licenses. Julia specializes in providing financial advice and services to individuals in the Shelton, CT area.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CT
07/29/2004 - Present
Prudential Annuities Distributors, Inc. (Shelton CT)
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julia Loehn is the right advisor for you? Invested Better is here to help.