Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Pelletier is a financial advisor with Raymond James Financial Services, Inc. Julie has been in the financial industry since November 2016. Julie has her Series 6, Series 63, and SIE licenses. Julie's previous experience includes roles at Securian Financial Services, Inc., Ameritas Investment Company, LLC, and GWFS Equities, Inc. Julie is registered to sell securities in California.
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
CA
05/31/2023 - Present
Raymond James Financial Services, Inc. (San Ramon CA)
CA
07/29/2021 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
NE
08/13/2018 - 07/01/2021
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
CO
06/30/2016 - 05/03/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Pelletier is the right advisor for you? Invested Better is here to help.
