Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Getty is a financial advisor registered with LPL Financial LLC. Julianne has 11 years of experience in the financial services industry and has been with LPL Financial LLC since March 2021. Julianne is licensed to provide investment advice in Illinois. Prior to joining LPL Financial LLC, Julianne was employed by BMO Harris Financial Advisors, Inc. and Northern Trust Securities, Inc., among other firms.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/24/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
09/12/2013 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
09/13/2010 - 09/27/2011
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
10/23/2009 - 08/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
10/14/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 11/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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