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 Tollander is a financial professional with over 25 years of experience in the industry. Julie is currently registered with Securian Financial Services, Inc. and holds Series 6, 7, 24, 26, 63, and SIE licenses. Julie has previously worked with CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC, AMERICAN ENTERPRISE INVESTMENT SERVICES INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.
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.
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2
MN
11/22/2022 - Present
Securian Financial Services, Inc. (ST. PAUL MN)
MN
06/15/2015 - 07/02/2015
CAPFINANCIAL SECURITIES, LLC. (St. Paul MN)
MN
10/20/2014 - 06/05/2015
LPL FINANCIAL LLC (SAINT PAUL MN)
MN
09/15/1998 - 08/01/2003
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
04/24/1989 - 04/29/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1989 - 04/29/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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