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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 Ann Coppersmith is a registered representative and investment advisor representative with Thrivent Investment Management Inc. Julie Ann Coppersmith has been in the securities industry since August 22, 2014. Julie Ann Coppersmith holds Series 6, 7TO, 63, and 65 licenses. Julie Ann Coppersmith's office is located in Green Bay, WI. Julie Ann Coppersmith is registered with FINRA and the states of Colorado, Michigan, North Dakota, Tennessee, Texas, and Wisconsin.
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.
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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WI
09/04/2019 - Present
Thrivent Investment Management Inc. (GREEN BAY WI)
IA
Issued 09/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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