Unclaimed
Julie Elizabeth Bowder is a financial advisor with Avantax Investment Services, Inc.. Julie has been in the financial services industry since August 12, 1999. She has a Series 6, Series 63, and SIE license. Julie is registered in Connecticut, Florida, Illinois, Massachusetts, North Carolina, and South Carolina. She currently works out of the Avantax Investment Services, Inc. office located in West Springfield, MA.
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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2
MA
08/13/1999 - Present
Avantax Investment Services, Inc. (West Springfield MA)
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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