Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lynn Ahrens is an investment advisor representative with Horter Investment Management, LLC. Julie has over 30 years of experience in the financial services industry. Julie is registered with the states of Illinois, Indiana, Kentucky, and Texas. Julie specializes in financial planning, educational seminars, portfolio management for individuals, and selection of other advisors. In addition, Julie also offers insurance and annuity sales.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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OH
12/19/2023 - Present
Horter Investment Management, LLC (CINCINNATI OH)
NY
08/04/1993 - 08/21/1996
ROOSEVELT EQUITY CORPORATION (NEW YORK NY)
IA
Issued 01/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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