Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Meyer is a financial advisor at Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Julie has been in the financial services industry since 2006. Julie has a strong background in financial planning and portfolio management. Julie is registered with the Securities and Exchange Commission as a Registered Investment Advisor and is licensed to sell securities in a number of states. The advisor has over 1000 clients. Julie is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
CO
12/23/2015 - 01/16/2019
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
12/23/2015 - 01/16/2019
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
12/23/2015 - 01/16/2019
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
12/23/2015 - 01/16/2019
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
12/23/2015 - 01/16/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
12/23/2015 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
12/23/2015 - 12/14/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
12/23/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
12/23/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BC
Issued 7/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/30/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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