Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Belknap Bauman is a registered investment advisor representative with Essex Financial Services, Inc. Julie has been in the financial services industry for over 20 years, with experience at several firms including The Leaders Group, Inc., PURSHE KAPLAN STERLING INVESTMENTS, and CITIGROUP GLOBAL MARKETS INC. Julie holds Series 7, 63, 65 and SIE licenses. She specializes in financial planning, portfolio management, and pension consulting. Julie is dedicated to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
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CT
12/12/2022 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
06/02/2021 - 12/31/2023
THE LEADERS GROUP, INC. (Essex CT)
CT
08/12/2011 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
CT
02/19/2008 - 08/11/2011
PURSHE KAPLAN STERLING INVESTMENTS (CENTERBROOK CT)
CT
08/03/1998 - 02/27/2008
CITIGROUP GLOBAL MARKETS INC. (ESSEX CT)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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