Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Gwaltney is a financial professional with over 20 years of experience in the industry. Julie is currently registered with Allstate Financial Services, LLC and is a licensed Series 6, 26, 51, and 63 representative. Julie is registered in Texas and is actively working with clients in Lincoln, Nebraska. Julie has been with Allstate Financial Services, LLC since 2012. Prior to that, Julie was registered with Allstate Financial Services, LLC in Haltom City, Texas from 2002 to 2010.
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
NE
04/17/2012 - Present
Allstate Financial Services, LLC (Lincoln NE)
TX
02/20/2002 - 02/09/2010
ALLSTATE FINANCIAL SERVICES, LLC (HALTOM CITY TX)
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/06/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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