Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Beth Woolums is a registered representative with Cetera Investment Services LLC. Julie holds a Series 6 and Series 63 license. Julie has been in the financial services industry for seven years. Before joining Cetera Investment Services LLC, Julie worked for LPL Financial LLC. Julie is based in New Castle, Indiana.
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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IN
05/04/2016 - Present
Cetera Investment Services LLC (NEW CASTLE IN)
IN
06/08/2015 - 04/22/2016
LPL FINANCIAL LLC (NEW CASTLE IN)
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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