Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Brandt is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Julie has been in the securities industry since February 9, 1998. She has a wide range of experience in financial planning and portfolio management, and is licensed to provide investment advice to individuals, businesses, and institutions. Julie has a strong understanding of the financial markets and a commitment to providing her clients with personalized advice and exceptional service.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
CO
12/07/2022 - Present
RBC Capital Markets, LLC (DENVER CO)
WI
05/15/2017 - 06/25/2021
U.S. BANCORP INVESTMENTS, INC. (WEST ALLIS WI)
WI
07/30/2013 - 09/30/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/04/2013 - 03/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILWAUKEE WI)
WI
06/30/1997 - 05/09/2006
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/21/1996 - 07/11/1997
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
BC
Issued 05/31/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2022
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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