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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 Melton Simmons is a financial advisor with Cetera Investment Advisers LLC. Julie has been in the financial services industry since 1983. Julie is a Certified Financial Planner® and holds Series 6, 7, 53, and 63 licenses. Cetera Investment Advisers LLC provides investment advisory services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm's services include financial planning, portfolio management, and selection of other advisors. Julie's practice is focused on providing personalized financial advice to help clients achieve their financial goals.
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
AL
04/08/2019 - Present
Cetera Investment Advisers LLC (SELMA AL)
NA
03/16/1987 - 02/24/1989
OLDE DISCOUNT CORPORATION
NA
09/23/1983 - 03/05/1987
BERNEY PERRY & COMPANY, INC.
BC
Issued 4/4/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/6/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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