linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Rae Klassen

Empower Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Rae Klassen

Julie Klassen is a financial advisor with over 30 years of experience in the financial services industry. Julie is currently registered with Empower Financial Services, Inc. Previously, Julie was registered with Prudential Investment Management Services LLC, GWFS Equities, Inc., Great Western Financial Securities Corporation, Hartford Equity Sales Company Inc., Philadelphia Life Asset Planning Company, WESCO Securities, Inc. and Connecticut Mutual Financial Services, Inc.. Julie holds the Series 6, Series 7, and Series 63 licenses.

Firm Information

Julie Klassen is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Klassen’s Registration & Firm History

PA

04/04/2022 - Present

Empower Financial Services, Inc. (Scranton PA)

CA

12/13/2011 - 04/04/2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (IRVINE CA)

CA

08/18/1993 - 12/06/2011

GWFS EQUITIES, INC. (IRVINE CA)

CA

06/24/1987 - 08/19/1993

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NA

02/06/1987 - 09/03/1987

HARTFORD EQUITY SALES COMPANY INC.

NA

05/02/1986 - 06/23/1987

PHILADELPHIA LIFE ASSET PLANNING COMPANY

NA

11/20/1984 - 07/02/1986

WESCO SECURITIES, INC.

NA

09/29/1983 - 09/04/1984

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

Not sure if Julie Rae Klassen is right for you?

Licenses & Designations

BC

Issued 12/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

BC

Issued 09/28/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Rae Klassen.
Not sure if Julie Rae Klassen is right for you?