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 Bradt is a financial advisor with over 20 years of experience in the industry. Julie is currently registered with Cetera Financial Specialists LLC and has been active in the industry since 1999. Cetera Financial Specialists LLC is a financial services firm that offers a wide range of financial products and services. Julie is licensed to provide financial advice in several states, including Florida, Idaho, Maryland, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia, and Washington.
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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NY
02/10/2021 - Present
Cetera Financial Specialists LLC (HAMBURG NY)
NY
08/14/1999 - 02/15/2021
AVANTAX INVESTMENT SERVICES, INC. (HAMBURG NY)
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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