Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Coon is a financial professional who has been in the industry since October 2022. Julie is a registered representative of Northwestern Mutual Investment Services, LLC, and is licensed in Massachusetts and New Hampshire. Julie is a Series 63 and Series 6TO licensed professional and holds the SIE designation. Julie is dedicated to providing financial advice to individuals and businesses.
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.
Investment research; referrals to other advisers
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.
Referral fees
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MA
10/28/2022 - Present
Northwestern Mutual Investment Services, LLC (BOSTON MA)
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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