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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Bjorklund is a financial advisor with Cetera Investment Advisers LLC in Schaumburg, IL. Julie has been in the industry since 2005 and has experience with a variety of financial firms including Raymond James & Associates, Wells Fargo Clearing Services, Morgan Stanley, and Citigroup Global Markets Inc. Julie holds Series 6, 7, and 66 licenses and is registered in 22 states. Julie provides a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (Schaumburg IL)
IL
05/24/2017 - 11/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (SCHAUMBURG IL)
IL
07/21/2015 - 05/23/2017
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
IL
06/01/2009 - 03/09/2015
MORGAN STANLEY (OAK BROOK IL)
IL
05/08/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
IL
04/02/2007 - 05/11/2009
WACHOVIA SECURITIES, LLC (ITASCA IL)
IL
11/14/2005 - 04/03/2007
A. G. EDWARDS & SONS, INC. (HANOVER PARK IL)
WI
10/28/2004 - 02/15/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 12/9/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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