Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Marie Gurkowski-koehn is a financial professional with over 11 years of experience in the industry. Julie is currently registered with Ameriprise Financial Services, LLC and has been with the firm since May 2018. Prior to that, Julie worked at CETERA INVESTMENT SERVICES LLC. Julie holds Series 6, 7, 63 and 66 licenses, and the SIE exam. Julie is based in Oshkosh, Wisconsin, and works with individuals, families, businesses, trusts/estates, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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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WI
05/04/2018 - Present
Ameriprise Financial Services, LLC (OSHKOSH WI)
WI
05/11/2011 - 05/04/2018
CETERA INVESTMENT SERVICES LLC (BERLIN WI)
BOTH
Issued 01/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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