Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Abrams is a financial professional with over 15 years of experience in the industry. Julie currently works as a registered representative with Brookstone Capital Management LLC. The company is based in Wheaton, IL and has offices in Sandy, UT, and Tampa, FL. Julie has previously worked with a number of other firms, including Sunset Financial Services, Inc., Securities America, Inc., Workman Securities Corporation, and Sammons Securities Company, LLC. Julie is also an insurance salesperson and has been active in the financial industry for over a decade.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
UT
08/25/2020 - Present
Brookstone Capital Management LLC (SANDY UT)
UT
05/20/2010 - 10/31/2014
SUNSET FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
UT
08/07/2009 - 05/21/2010
SECURITIES AMERICA, INC. (SALT LAKE CITY UT)
UT
06/26/2008 - 08/10/2009
WORKMAN SECURITIES CORPORATION (SALT LAKE CITY UT)
UT
01/02/2008 - 06/30/2008
SAMMONS SECURITIES COMPANY, LLC (CENTERVILLE UT)
UT
02/02/2006 - 12/31/2007
WORKMAN SECURITIES CORPORATION (SANDY UT)
UT
11/02/2004 - 02/07/2006
AMERICAN FUNDS & TRUSTS INCORPORATED (SALT LAKE CITY UT)
TX
08/12/2003 - 10/25/2004
AFS BROKERAGE, INC. (AUSTIN TX)
GA
04/29/2002 - 02/12/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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