Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Wilson is an investment advisor representative with Onedigital Investment Advisors, located in Overland Park, Kansas. Julie has been in the industry for over 24 years, and has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Julie is registered with the state of North Carolina as an Investment Advisor Representative. Julie provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Julie is also registered to provide portfolio management for pooled investment vehicles.
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.
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.
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.
1
2
KS
09/22/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MO
05/18/2017 - 06/25/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
MA
05/01/2014 - 05/01/2017
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
01/03/2013 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NC
03/04/2008 - 10/25/2012
MMC SECURITIES CORP. (CHARLOTTE NC)
NC
09/17/2003 - 12/11/2006
BIRCHTREE FINANCIAL SERVICES, INC. (RALEIGH NC)
IA
12/03/1998 - 09/10/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 01/30/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Julie Wilson is the right advisor for you? Invested Better is here to help.
