Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kristine Borchers is a financial advisor with Northwestern Mutual Investment Services, LLC. Julie has been in the financial industry since 2003 and is registered with the state of Kansas. Julie is also licensed to sell investment company products and variable contracts. Her primary office is located in Leawood, Kansas.
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
1
2
KS
05/17/2024 - Present
Northwestern Mutual Investment Services, LLC (Leawood KS)
KS
10/14/2022 - 05/03/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Leawood KS)
KS
01/30/2009 - 09/01/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)
KS
10/27/2003 - 05/27/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OVERLAND PARK KS)
BC
Issued 04/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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