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Julie Annette Belvedere

Transamerica Retirement Advisors, LLC

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About Julie Annette Belvedere

Julie Belvedere is a registered representative with Transamerica Retirement Advisors, LLC in Crest Hill, Illinois. Julie has been in the industry since June 7, 2005. Julie has passed the Series 66, Series 7, and SIE exams. Prior to joining Transamerica Retirement Advisors, LLC, Julie was a registered representative with MetLife Securities Inc. and ABN AMRO Incorporated. Julie has experience providing financial planning services to individuals and businesses. Julie also has experience in pension consulting and portfolio management. Julie's specializations include retirement planning, college savings, insurance, and estate planning.

Firm Information

Julie Belvedere is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Belvedere’s Registration & Firm History

IL

07/02/2015 - Present

Transamerica Retirement Advisors, LLC (CREST HILL IL)

MO

10/11/2007 - 08/02/2013

METLIFE SECURITIES INC. (ST. LOUIS MO)

CT

01/02/1997 - 12/06/1999

ABN AMRO INCORPORATED (STAMFORD CT)

IL

09/07/1995 - 01/02/1997

THE CHICAGO CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Annette Belvedere.
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