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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Nootbaar is an investment advisor representative at Ameriprise Financial Services, LLC. Julie Ann Nootbaar has been in the industry since January 26, 2017. Julie Ann Nootbaar is registered to offer investment advisory services in Connecticut, Florida, Georgia, New Jersey, New York, Ohio, Pennsylvania and Texas. Julie Ann Nootbaar has passed the Series 66, Series 7 and SIE exams. Julie Ann Nootbaar previously worked at Citizens Securities, Inc. and Commonwealth Financial Network. Julie Ann Nootbaar provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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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2
OH
01/10/2022 - Present
Ameriprise Financial Services, LLC (Seven Hills OH)
OH
07/31/2017 - 02/25/2020
CITIZENS SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
01/25/2017 - 08/02/2017
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND HEIGHTS OH)
BOTH
Issued 08/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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