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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Jane Nelson is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Omaha, NE. Julie has been in the financial industry since 2001. She has worked for Pioneer Funds Distributor, Inc. and Pioneer Investments in the past. Julie holds Series 6, 63, 65 and SIE licenses and is registered in several states including Nebraska, Iowa, Kansas, Colorado, Florida, Missouri, South Dakota and Virginia. Julie is also a Board Member and Secretary of the Nebraska Health Care Association Foundation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NE
02/15/2023 - Present
Cambridge Investment Research Advisors, Inc. (Omaha NE)
MA
10/16/2001 - 06/16/2006
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 02/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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