Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Vann is an Investment Advisor Representative with Thornburg Investment Management Inc. Julie has a strong background in the financial services industry, having worked in a variety of roles for over 10 years. Julie is also a registered representative and holds the Series 7TO and Series 66 licenses. Julie's experience and expertise help clients create and execute a financial strategy that meets their needs and goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NM
10/02/2024 - Present
Thornburg Investment Management Inc. (SANTA FE NM)
BC
Issued 07/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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