Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Segerson is a financial advisor with over 19 years of experience in the financial services industry. Julie is a registered representative of Cambridge Investment Research Advisors, Inc. and an Investment Advisor Representative of Associate Planning Services, Inc. Julie specializes in providing financial planning services for individuals, high-net-worth individuals, and families. She is also experienced in portfolio management, pension consulting, and providing educational seminars to clients. Julie's dedication to her clients' financial success has been recognized through her extensive experience and certifications. She is committed to providing her clients with the knowledge and resources they need to make informed financial decisions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
IL
05/05/2012 - Present
Cambridge Investment Research Advisors, Inc. (ARLINGTON HEIGHTS IL)
IA
Issued 11/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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