Unclaimed
Julie Hawkins Canna is a financial advisor with over 15 years of experience in the financial services industry. Julie has held positions at several firms, including MESIROW FINANCIAL, INC., BANC ONE CAPITAL MARKETS, INC. and BEAR, STEARNS & CO. INC. Currently, Julie is a registered representative at Northern Trust Securities, Inc. Julie provides financial advice and portfolio management for individuals, businesses, and pooled investment vehicles. She holds a Series 7 and Series 63 license.
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.
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.
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
IL
05/06/2019 - Present
Northern Trust Securities, Inc. (CHICAGO IL)
IL
04/26/2004 - 07/19/2012
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
08/11/2003 - 04/19/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
02/07/2002 - 07/10/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 06/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Canna is the right advisor for you? Invested Better is here to help.