Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kilber is a financial professional who has been in the industry since 2010. Julie is currently registered with Charles Schwab & CO., Inc. in the state of Texas. Julie has previously worked with Lincoln Financial Advisors Corporation, State Farm VP Management Corp., MML Investors Services, Inc., and Northwestern Mutual Investment Services, LLC. Julie has passed the Series 6, 7, 9, 10, 63, and 66 exams. Julie is also registered as an investment advisor representative with Charles Schwab & CO., Inc., in Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
10/26/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/21/2017 - 06/13/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
TX
02/14/2011 - 04/24/2017
STATE FARM VP MANAGEMENT CORP. (BURLESON TX)
TX
07/07/2010 - 09/21/2010
MML INVESTORS SERVICES, INC. (FORT WORTH TX)
TX
08/26/2009 - 03/23/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WORTH TX)
BOTH
Issued 08/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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