Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Greenberg is a financial advisor with over 25 years of experience in the financial services industry. Julie has worked with RBC Capital Markets, LLC since 2020, and prior to that held positions with LPL FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and RBC CAPITAL MARKETS CORPORATION. Julie is a registered representative of RBC Capital Markets, LLC and is licensed to provide investment advice in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington and Wisconsin. Julie is also a registered investment advisor representative in Minnesota and Texas. Julie specializes in working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, pooled investment vehicles, and state or municipal government entities. Julie's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
1
2
MN
04/08/2020 - Present
RBC Capital Markets, LLC (WAYZATA MN)
MN
08/07/2014 - 04/15/2020
LPL FINANCIAL LLC (EDEN PRAIRIE MN)
MN
08/11/2008 - 07/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)
MN
11/16/2005 - 08/11/2008
RBC CAPITAL MARKETS CORPORATION (EDINA MN)
WI
07/01/1999 - 11/14/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
07/18/1996 - 06/17/1999
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1996
Series 7 - General Securities 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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