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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Zimmermann is a financial advisor with Ameriprise Financial Services, LLC. Julia has been working in the financial industry since 2008. Julia is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Julia is a licensed Investment Advisor Representative (IAR) in the state of Delaware, Maryland, and Virginia. Ameriprise Financial Services, LLC is a registered investment adviser and broker-dealer with the SEC and FINRA. The firm offers a variety of financial services to individuals and businesses, including investment management, financial planning, retirement planning, and insurance. Ameriprise Financial Services, LLC has approximately $479.8 billion in regulatory assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
MD
07/27/2023 - Present
Ameriprise Financial Services, LLC (Hunt Valley MD)
MN
11/16/2011 - 06/29/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
MN
09/23/2008 - 11/07/2011
METLIFE SECURITIES INC. (BLOOMINGTON MN)
BOTH
Issued 07/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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