Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Dillon is a financial advisor with Money Concepts Capital Corp. Julie has been in the financial services industry since 1996. Julie specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Julie holds the Series 7, Series 63 and Series 66 licenses and is a Certified Financial Planner. Julie is currently registered with the state of Minnesota as well as the state of Florida. Julie's previous employers include Investment Centers of America, Inc., APW Capital, Inc., Financial Network Investment Corporation, Primevest Financial Services, Inc., Metlife Securities Inc., Metropolitan Life Insurance Company, Security First Financial, Inc., Dean Witter Reynolds Inc., and Stifel, Nicolaus & Company, Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
MN
10/12/2018 - Present
Money Concepts Capital Corp. (Brainerd MN)
NJ
10/20/2017 - 10/12/2018
APW CAPITAL, INC. (ROCKAWAY NJ)
MN
11/26/2014 - 10/19/2017
INVESTMENT CENTERS OF AMERICA, INC. (Brainerd MN)
MN
10/31/2003 - 11/26/2014
MONEY CONCEPTS CAPITAL CORP (BRAINERD MN)
CA
06/20/2002 - 10/31/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
03/03/2000 - 07/03/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
11/25/1998 - 03/07/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/25/1998 - 03/07/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/21/1997 - 12/08/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NY
05/10/1996 - 06/01/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
03/20/1996 - 04/29/1996
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 10/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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