Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Beauchamp is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Julie has been in the industry since 1996. Julie is registered in 25 states and has a Series 7, Series 9, Series 10, Series 24, and Series 63 and Series 65 license. Julie's certifications include a Certified Financial Planner designation.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CT
08/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SOUTHINGTON CT)
CT
01/01/2008 - 08/04/2022
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON CT)
CT
11/30/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FARMINGTON CT)
CT
03/27/1996 - 12/20/2005
ADVEST, INC. (HARTFORD CT)
IA
Issued 09/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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