Unclaimed
Julie Anne Barton is a financial professional with over 20 years of experience in the industry. Currently, Julie is a registered representative with Quasar Distributors, LLC. Previously, Julie was registered with Riversource Fund Distributors, Inc. and Ameriprise Financial Services, Inc.. Julie has a broad range of licenses and qualifications, including Series 6, 7, 24, and 63 licenses. Julie holds a SIE license as well. Julie is registered in 53 states and the District of Columbia.
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
MN
09/08/2009 - Present
Quasar Distributors, LLC (Minneapolis MN)
MN
01/02/2009 - 06/24/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/19/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/22/2004 - 02/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/22/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/03/1998 - 04/19/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/03/1998 - 04/19/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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