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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Bower is a financial advisor with Equitable Advisors, LLC. Julie has been in the financial services industry since 1986. Julie works with clients to develop financial plans, manage their investments, and provide advice on insurance products. Julie is a Certified Financial Planner™ professional and holds the Series 6, 7, 24, 63, and 65 licenses. Julie has been registered with Equitable Advisors, LLC since May 2024 and has also worked with Lincoln Financial Advisors Corporation since May 2020. Prior to joining Lincoln Financial Advisors Corporation, Julie worked with Securian Financial Services, Inc. and PML Securities Company.
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.
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
CA
05/06/2024 - Present
Equitable Advisors, LLC (IRVINE CA)
CA
05/22/2020 - 05/03/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
CA
07/23/1990 - 05/27/2020
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
DE
03/11/1986 - 07/06/1990
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 04/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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