Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kaye Mattson is a financial advisor with Empower Financial Services, Inc. in St. Paul, Minnesota. Julie has been in the financial services industry since 2012. She is licensed in Minnesota and holds the Series 6, Series 63, and SIE licenses. Before joining Empower, Julie worked at Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
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2
MN
02/28/2017 - Present
Empower Financial Services, Inc. (St Paul MN)
CA
02/07/2005 - 11/20/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
01/30/2003 - 06/14/2004
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
04/16/2001 - 04/22/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/16/2001 - 04/22/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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