Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lefevre is a financial advisor with Kerberrose Wealth Management, LLC. Julie has been in the financial services industry since 1994. Julie holds the Series 63, Series 65, and Series 7 licenses. Julie also holds the SIE designation. Julie is registered to provide investment advice in Wisconsin. Julie specializes in financial planning, investment management, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
08/23/2021 - Present
Kerberrose Wealth Management, LLC (GREEN BAY WI)
WI
07/13/2021 - 08/23/2021
WELLS FARGO CLEARING SERVICES, LLC (GREEN BAY WI)
WI
07/12/2019 - 07/06/2021
VALMARK SECURITIES, INC. (Green Bay WI)
WI
03/19/2019 - 07/16/2019
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Green Bay WI)
WI
07/08/2004 - 08/09/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (De Pere WI)
MO
10/01/1999 - 04/19/2004
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
WI
12/15/1998 - 10/04/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
AL
05/05/1997 - 12/15/1998
PROEQUITIES, INC. (BIRMINGHAM AL)
MN
11/02/1995 - 04/28/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
WI
01/01/1994 - 10/20/1995
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
IA
Issued 12/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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