Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Barron is an investment professional with over 13 years of experience. Julie is currently registered with Planmember Securities Corp. in Washington as both a Registered Investment Adviser and a Registered Representative. Previously, Julie was registered with GWN Securities Inc. and ING Financial Advisors, LLC. Julie has a strong understanding of the financial services industry and is dedicated to providing her clients with the best possible service.
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.
Provides investment supervisory 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.
1
2
CA
12/07/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
WA
09/15/2009 - 12/08/2021
GWN SECURITIES INC. (PUYALLUP WA)
WA
05/21/2008 - 09/16/2009
ING FINANCIAL ADVISERS, LLC (MONROE WA)
IA
Issued 06/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Barron is the right advisor for you? Invested Better is here to help.
