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 Barton is a financial advisor with over 12 years of experience in the industry. Julie currently holds registrations with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Investment Services LLC. In addition to her FINRA registrations, Julie is registered with the state of Iowa. Julie holds a Series 6, Series 26, and Series 63 license and is SIE certified.
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.
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.
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TX
08/23/2024 - Present
Cetera Advisors LLC (DALLAS TX)
IA
01/31/2011 - 07/11/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
BC
Issued 01/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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