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 Terrett is a financial professional with over 20 years of experience in the industry. Julie has been associated with Northwestern Mutual Investment Services, LLC since August 2002 and has worked at multiple branches of the firm in Virginia and Wisconsin. Julie holds a variety of licenses, including Series 6, 7, 63, and 66, and has passed the SIE Exam. She is currently registered with the state of Wisconsin and holds an active registration as a Registered Representative and Investment Advisor Representative.
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.
Investment research; referrals to other advisers
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.
Referral fees
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WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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