Unclaimed
Julie Ridgeway is a registered representative with Cetera Investment Advisers LLC. Julie has been in the financial services industry since August 1987. In addition to her current role with Cetera Investment Advisers LLC, Julie has previous experience with other firms including QA3 Financial Corp, National Planning Corporation, Aragon Financial Services, Inc., Washington Square Securities, Inc. and Financial Network Investment Corporation. Julie holds licenses to conduct business in multiple states and is also registered with FINRA.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/18/2024 - Present
Cetera Investment Advisers LLC (ROSEVILLE CA)
CA
05/29/2001 - 02/11/2011
QA3 FINANCIAL CORP. (ROSEVILLE CA)
CA
12/18/1998 - 05/29/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
03/31/1994 - 12/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CT
04/24/1996 - 08/19/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
04/22/1991 - 03/28/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
04/01/1987 - 12/31/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
04/25/1986 - 04/13/1987
TRIPLE CHECK FINANCIAL SERVICES, INC.
NA
06/23/1986 - 12/19/1986
SENTRA SECURITIES CORPORATION
BOTH
Issued 06/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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