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Julia Florence Anderson

Haese Financial Group Inc.

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About Julia Florence Anderson

Julia Anderson is a financial professional with over 30 years of experience in the financial services industry. Julia is a registered representative with Haese Financial Group Inc. and holds Series 6, 7, 63, and 65 licenses. Julia also holds a Chartered Financial Consultant designation and has experience in financial planning, investment management, and retirement planning. Previously, Julia was a registered representative with PRUCO SECURITIES, LLC. Julia is committed to providing clients with personalized financial advice and services.

Firm Information

Julia Anderson is currently registered with Haese Financial Group Inc.. Haese Financial Group Inc. is an investment advisor with 5 investment adviser representatives. The firm provides financial planning and portfolio management services to individuals. They manage approximately $26,000,000 in assets for 70 clients.

$26.00M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julia Anderson’s Registration & Firm History

WI

05/16/2017 - Present

Haese Financial Group Inc. (JACKSON WI)

IL

10/14/1983 - 02/03/2017

PRUCO SECURITIES, LLC. (ROSEMONT IL)

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Licenses & Designations

IA

Issued 05/03/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Florence Anderson.
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