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 Rowe is a financial advisor with over 23 years of experience in the industry. Julie Rowe is currently registered with LPL Financial LLC in Rockford, IL. Previously, Julie Rowe was associated with SIGMA FINANCIAL CORPORATION, ROBERT W. BAIRD & CO. INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED, and A. G. EDWARDS & SONS, INC.. Julie Rowe holds the Series 3, Series 7, and Series 63 licenses and the SIE exam.
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.
Consulting and other non-discretionary advisory services
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.
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IL
05/15/2023 - Present
LPL Financial LLC (ROCKFORD IL)
IL
08/18/2014 - 05/15/2023
SIGMA FINANCIAL CORPORATION (ROCKFORD IL)
IL
10/28/2002 - 08/22/2014
ROBERT W. BAIRD & CO. INCORPORATED (ROCKFORD IL)
NY
06/06/2001 - 08/08/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
07/07/1999 - 05/17/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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