Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Donnelly is a financial advisor with Jackson National Life Distributors LLC. Julie has been in the financial services industry since 2008. Julie is registered to sell securities in Tennessee and is a Series 6, 7 and 63 licensed professional. Julie has also passed the SIE exam.
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.
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.
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2
TN
10/11/2013 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
MA
05/28/2013 - 08/30/2013
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IA
03/16/2009 - 08/30/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
03/16/2009 - 08/30/2013
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
MA
08/30/2010 - 11/20/2012
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IA
11/13/2007 - 10/06/2008
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 10/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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