Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Gebert has been in the financial services industry since 1994 and is currently registered with LPL Financial LLC. Julie has a wide range of experience in the industry having held positions at a variety of firms including Cambridge Investment Research, Inc., First Financial Equity Corporation, M. S. Howells & Co., Charles Schwab & Co., Inc., and many others. Julie holds a Series 63, 65, and 66 licenses, in addition to Series 3, 4, 7, 14, 24, 52, 53, and 99 licenses. Julie provides a wide range of financial services to individual and business clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
06/09/2022 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
01/07/2022 - 06/01/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Scottsdale AZ)
AZ
10/07/2019 - 07/29/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (TEMPE AZ)
AZ
08/18/2017 - 08/08/2019
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
04/12/2016 - 08/06/2017
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
04/27/2015 - 11/30/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
GA
06/17/2009 - 03/16/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
IA
11/01/2010 - 07/12/2012
CONTINUITY PARTNERS GROUP, LLC (FAIRFIELD IA)
AZ
03/25/2008 - 05/06/2009
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
WI
08/09/2007 - 03/27/2008
SVA FINANCIAL SERVICES, LLC (MADISON WI)
WI
05/23/2007 - 06/26/2007
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
AZ
11/08/2000 - 05/17/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
04/03/1997 - 11/03/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
08/22/1996 - 04/03/1997
W.B. MCKEE SECURITIES, INC. (SCOTTSDALE AZ)
MA
05/10/1995 - 06/21/1996
ASSOCIATED SECURITIES CORP. (BOSTON MA)
WI
06/08/1992 - 03/24/1995
HARBOUR INVESTMENTS, INC. (MADISON WI)
BOTH
Issued 04/12/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/04/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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