Unclaimed
Julie Marie Kemp is a financial advisor with Good Life Advisors, LLC. Julie has been in the financial services industry since 2003. She is a Certified Financial Planner and has a Series 7, Series 63, and SIE license. Julie is registered to provide investment advice in multiple states. Julie and the team at Good Life Advisors, LLC provide financial planning, portfolio management and educational seminars to individuals, families, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Planning subscription fee
1
2
PA
09/06/2023 - Present
Good Life Advisors, LLC (READING PA)
PA
09/08/2009 - 10/25/2017
LPL FINANCIAL LLC (WYOMISSING PA)
PA
11/13/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (WYOMISSING PA)
BC
Issued 01/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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