Unclaimed
Julie Bussey-prielozny is a financial professional with over 20 years of experience in the industry. Julie is a registered representative with GWN Securities Inc. in Palm Beach Gardens, FL. Julie has a strong background in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and individuals. Julie's primary focus is on investment management, financial planning, and market timing services. Julie holds the Series 7, Series 6, Series 66, and Series 26 licenses. Julie has held previous positions at International Assets Advisory, LLC, LPL Financial LLC, Lincoln Financial Securities Corporation, Contemporary Financial Solutions, Inc., SunTrust Securities, Inc., Legend Equities Corporation, and Franklin/Templeton Distributors, 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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/29/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
06/01/2011 - 08/28/2014
INTERNATIONAL ASSETS ADVISORY, LLC (PALM BEACH GARDENS FL)
FL
06/10/2010 - 06/20/2011
LPL FINANCIAL LLC (TAMPA FL)
FL
05/14/2009 - 06/09/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (PALM BEACH GARDENS FL)
FL
01/05/2007 - 12/03/2007
CONTEMPORARY FINANCIAL SOLUTIONS, INC. (PALM BEACH GARDENS FL)
GA
01/10/2002 - 03/02/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
FL
07/15/1999 - 02/16/2000
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
CA
09/13/1996 - 07/02/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 12/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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