Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Elizabeth Butler is a financial advisor with Valic Financial Advisors, Inc. in Lakewood, CO. Julianne Butler has been in the industry since August 8, 2007 and has a Series 6, 7, 65, and 66 licenses. She has experience with Lincoln Financial Advisors Corporation, THRIVENT INVESTMENT MANAGEMENT INC., MetLife Securities Inc., and Metropolitan Life Insurance Company. Julianne Butler specializes in retirement planning, life insurance, and investments.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
CO
04/25/2014 - Present
Valic Financial Advisors, Inc. (LAKEWOOD CO)
CO
04/06/2009 - 05/16/2012
THRIVENT INVESTMENT MANAGEMENT INC. (CENTENNIAL CO)
IN
10/15/2003 - 11/12/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/15/2003 - 11/12/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
04/02/2001 - 10/06/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/02/2001 - 10/06/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/01/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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