Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Marie Charlesworth is a financial advisor in Valparaiso, Indiana. Julianne has been a financial advisor for over 16 years. Julianne has a Series 63, 6, and 65 license and is registered with the state of Indiana as well as other states. Julianne is affiliated with Avantax Advisory Services, and Avantax Investment Services, Inc. Julianne provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Julianne is also a licensed insurance agent.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IN
02/04/2021 - Present
Avantax Advisory Services (Valparaiso IN)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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