Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Weston is a registered representative with Thrivent Investment Management Inc. located in Berlin, Connecticut. Julia has been in the industry since November 2010 and holds the Series 66, SIE and Series 7 licenses. Julia is also a registered investment advisor in Connecticut and specializes in financial planning and portfolio management for individuals. Julia is also a Vice Chair of the Distribution Committee for the Women and Girls Fund in Bristol, Connecticut.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
01/18/2011 - Present
Thrivent Investment Management Inc. (BERLIN CT)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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