Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Bennett is a financial advisor with over 22 years of experience in the industry. Julie currently works at LPL Financial LLC and is registered to provide investment advice in Michigan and Texas. Previously, Julie has been associated with firms such as OSAIC INSTITUTIONS, INC., ESSEX NATIONAL SECURITIES, LLC, COMERICA SECURITIES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LASALLE FINANCIAL SERVICES, INC., and NATCITY INVESTMENTS, INC. Julie holds the Series 7, Series 63, and Series 65 licenses and 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.
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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MI
02/01/2024 - Present
LPL Financial LLC (STERLING HTS MI)
MI
07/01/2016 - 01/31/2024
OSAIC INSTITUTIONS, INC. (STERLING HEIGHTS MI)
MI
07/10/2013 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (BLOOMFIELD HILLS MI)
MI
01/23/2008 - 06/28/2013
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
08/04/2006 - 01/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON TOWNSHIP MI)
MI
08/07/2003 - 08/14/2006
LASALLE FINANCIAL SERVICES, INC. (CLINTON TOWNSHIP MI)
OH
05/01/2003 - 10/15/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MI
07/12/2001 - 04/07/2003
COMERICA SECURITIES (DETROIT MI)
IA
Issued 07/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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