Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Anne Bramlitt is a financial professional with over 17 years of experience in the industry. Currently, Julie is registered with Osaic Institutions, Inc. as a Registered Representative and an Investment Advisor Representative. Prior to that, Julie worked with a variety of firms, including Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, LPL Financial LLC, and MetLife Securities Inc. Julie has a strong track record of success in helping clients achieve their financial goals. Julie holds the Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for 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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/03/2019 - Present
Osaic Institutions, Inc. (Harrisburg PA)
PA
02/07/2018 - 10/31/2018
CETERA FINANCIAL SPECIALISTS LLC (LEOLA PA)
PA
11/16/2016 - 01/19/2018
CETERA ADVISOR NETWORKS LLC (LANCASTER PA)
PA
02/11/2014 - 10/25/2016
CETERA INVESTMENT SERVICES LLC (WYOMISSING PA)
PA
10/29/2012 - 02/12/2014
LPL FINANCIAL LLC (SHENANDOAH PA)
PA
03/07/2006 - 10/30/2012
METLIFE SECURITIES INC. (CAMP HILL PA)
PA
03/07/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CAMP HILL PA)
IA
Issued 04/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Bramlitt is the right advisor for you? Invested Better is here to help.
