Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Coldwater is a financial advisor at First Trust Portfolios LP, where Julie has been with the firm since August 1998. Julie has been in the financial services industry since April 1997. Julie is registered with FINRA as a General Securities Representative. Julie has her Series 7, Series 63, and Series 6 licenses and is a General Securities Principal. In addition to her Series 24, Julie also has a SIE license. Prior to joining First Trust Portfolios LP, Julie was employed by Van Kampen Funds Inc..
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.
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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IL
08/24/1998 - Present
First Trust Portfolios LP (WHEATON IL)
TX
04/21/1997 - 08/27/1998
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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