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 Weems is a registered representative with Cambridge Investment Research Advisors, Inc. Julie has been in the financial services industry since 2001 and holds a Series 66, Series 24, Series 99TO, SIE, and Series 7 licenses. Julie is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the state of Kansas as an Investment Advisor Representative. Julie's other business affiliations include: Doug Bradley Trucking Inc, Big B Inc, Redrock Property Solutions, CIRA, Four J's LLC, Producers XL, Southlands Development LLC, and Stonecreek Financial Solutions, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (SALINA KS)
KS
02/06/2001 - 06/13/2007
WADDELL & REED, INC. (SALINA KS)
BOTH
Issued 04/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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