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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Marie Ridgeway is a financial advisor at Cetera Investment Advisers LLC. Julie has been in the financial services industry since 1987. Julie has a Series 7, Series 66, and SIE license and is registered with FINRA and the state of California. She is also registered with the state of Texas. Cetera Investment Advisers LLC is a registered investment advisor that provides financial planning, portfolio management, and other financial services to individuals, families, and businesses. Cetera Investment Advisers LLC has approximately $104 billion in assets under management.
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.
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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 6/9/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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