Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kelso is a registered representative with Northwestern Mutual Investment Services, LLC, in Virginia Beach, VA. Julie has been in the securities industry since June 9, 2006. Julie holds a Series 6, Series 63 and SIE licenses. Julie has worked for Northwestern Mutual Investment Services, LLC since September 19, 2005.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
VA
07/08/2014 - Present
Northwestern Mutual Investment Services, LLC (Virginia Bch VA)
VA
09/19/2005 - 10/16/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VIRGINIA BCH VA)
BC
Issued 01/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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