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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julianne? Claim Your ProfileJulianne Wright is an active investment advisor representative with Ameriprise Financial Services, LLC. Julianne has been in the industry since 1992 and is registered in all 50 states and the District of Columbia. Julianne has extensive experience providing financial advice to individuals, businesses, and institutions. Julianne's current employer Ameriprise Financial Services, LLC is a large, well-established firm with a strong commitment to providing its clients with comprehensive financial planning and investment management services. The firm has over $479 billion in assets under management and serves a diverse client base, including individuals, families, businesses, and institutions.
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.
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2
MN
01/31/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/03/2011 - 03/22/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
11/29/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
01/02/2009 - 03/26/2010
VSR FINANCIAL SERVICES, INC. (ST LOUIS PARK MN)
MN
10/07/2004 - 12/24/2008
CITIGROUP GLOBAL MARKETS INC. (ST.PAUL MN)
MN
03/26/2004 - 07/15/2004
FELTL & COMPANY (PLYMOUTH MN)
NY
03/02/1998 - 04/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
01/30/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
08/02/1991 - 02/03/1998
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 08/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1991
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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