Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Mae Hetland is a financial advisor with over 20 years of experience in the industry. Julie has been a registered representative with Bleakley Financial Group, LLC since June 2022. Prior to that, Julie worked at Northwestern Mutual Investment Services, LLC for over 20 years. Julie holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE designation. She is also a Certified Financial Planner and a Chartered Financial Consultant. Julie specializes in providing financial planning, portfolio management and investment advice to individuals, families, and businesses.
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.
Non-investment consulting/implementation services
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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MN
02/15/2023 - Present
Bleakley Financial Group, LLC (Maple Grove MN)
MN
03/22/2001 - 06/09/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
WI
07/13/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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