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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 Connor is an investment advisor representative with Cetera Investment Advisers LLC. Julie has been in the industry since 1993 and is registered with the state of Kansas and Texas. Julie's areas of expertise include financial planning, pension consulting and portfolio management for individuals and businesses. Julie provides group health, vision, dental and LTD insurance services through Employee Benefit Services, Inc.
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
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (TOPEKA KS)
CA
03/18/2003 - 02/27/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
09/21/2001 - 11/11/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
TX
05/01/1991 - 09/23/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
12/20/1988 - 11/02/1989
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 8/1/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2001
Series 24 - General Securities Principal Examination
BC
Issued 9/11/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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