Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Christine Kearney is an investment advisor representative with Ameriprise Financial Services, LLC, registered in Minnesota and Wisconsin. Julie has been in the financial industry since November 2006 and has extensive experience in helping clients reach their financial goals. Julie offers a wide range of financial planning services, including asset allocation, portfolio management for businesses and individuals, pension consulting, and educational seminars. Ameriprise Financial Services, LLC has been providing financial advice and investment management services for over a century. The firm offers a wide range of products and services to meet the needs of individual and institutional investors. Ameriprise Financial Services, LLC has approximately $479 billion in regulatory assets under 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.
Asset allocation services
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.
1
2
MN
01/11/2007 - Present
Ameriprise Financial Services, LLC (Minnetonka MN)
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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