Unclaimed
Julie Ann Jastremski is a financial advisor with over 10 years of experience in the industry. Currently, Julie is registered with Calamos Financial Services LLC, where she has been employed since September 2015. Prior to this, Julie worked for several other firms, including Cambridge Investment Research, Inc., Sunset Financial Services, Inc., and Securian Financial Services, Inc. Julie holds Series 6, 7, and 63 licenses. Julie has a strong understanding of the financial markets and is dedicated to providing her clients with personalized financial advice.
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.
1
2
IL
09/28/2015 - Present
Calamos Financial Services LLC (NAPERVILLE IL)
MO
06/18/2012 - 09/14/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAINT CHARLES MO)
MO
10/31/2011 - 06/19/2012
SUNSET FINANCIAL SERVICES, INC. (ST CHARLES MO)
MO
05/11/2010 - 11/17/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST CHARLES MO)
MO
07/10/2007 - 05/04/2010
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Jastremski is the right advisor for you? Invested Better is here to help.