Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Donald is a financial professional with over 20 years of experience in the industry. She has been registered with Empower Financial Services, Inc. since 2010, and previously worked with GWFS Equities, Inc. Julie holds the Series 6, 26, and 63 licenses as well as the SIE certification. She is registered to conduct business in Colorado and Kansas.
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
CO
05/20/2010 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
10/18/2006 - 06/18/2008
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
11/29/2000 - 01/20/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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