Unclaimed
Julie Fields is a financial advisor in Saint Paul, Minnesota. Julie is registered to offer securities in Minnesota through Cetera Advisors LLC. Julie has been in the financial services industry since 2003. Julie has a Series 6 and a Series 63 license and is also registered to offer securities in Minnesota through Cetera Financial Specialists LLC, Cetera Investment Services LLC, and Cetera Advisor Networks LLC.
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
MN
08/14/2023 - Present
Cetera Advisors LLC (SAINT PAUL MN)
MN
09/02/2003 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
09/02/2003 - 11/01/2010
CRI SECURITIES, LLC (ST PAUL MN)
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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