Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Nielsen is a registered investment advisor representative with Vann Equity Management LLC, a firm based in Plano, Texas. Julie is licensed in Texas and has a Series 65 license. Julie has been in the financial services industry since 2012 and has experience with a variety of financial institutions, including United Capital, Per Stirling, True North Advisors, Long Horn Wealth Management, Capital Advisors, Inc., and Vann Equity Management LLC.
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.
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.
1
2
TX
07/03/2024 - Present
Vann Equity Management LLC (PLANO TX)
IA
Issued 09/27/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Julie Nielsen is the right advisor for you? Invested Better is here to help.
