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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lynn Brim is a financial advisor with Commonwealth Financial Network. Julie has over 20 years of experience in the financial services industry. Julie is a Registered Representative (Series 6, 7, 63 and 66) and holds the Series SIE designation. Julie has worked with a variety of clients including individuals, families, businesses, and charitable organizations. She offers financial planning, portfolio management, and retirement planning services. Julie is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/21/2018 - Present
Commonwealth Financial Network (Walnut Creek CA)
CA
02/21/2018 - 05/01/2020
COMMONWEALTH FINANCIAL NETWORK (Lafayette CA)
CA
06/20/2001 - 03/20/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
WI
06/20/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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