Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Linehan is a financial professional with Northwestern Mutual Investment Services, LLC. Julie is licensed in 27 states and specializes in investment research. Julie has been in the industry since July 22, 2020 and holds the Series 63, SIE, and Series 6TO licenses.
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
MA
07/23/2020 - Present
Northwestern Mutual Investment Services, LLC (BRAINTREE MA)
BC
Issued 09/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Julie Linehan is the right advisor for you? Invested Better is here to help.
